| Opportunity for Financial planner/Advisor - Minneapolis/MN (ONLY GC/USC) role at Minneapolis, Minnesota, USA |
| Email: [email protected] |
| Dear Greetings from W3Global Inc!! I am not sure if you are looking for a new opportunity, but when I came across your resume, I felt that you might be the right fit for this new opportunity. Here is the job description. Job Title : Financial planner/Advisor - Minneapolis/MN (ONLY GC/USC) Employment Type : Contract, Contract to Hire, C2C, 1099, Part Time Location : Minneapolis, MN, US Remote : No Job Description I am having position for financial planner with my client in Minnesota Below is the over Overview of the job The Financial Planner will work with clients to understand their financial goals and create comprehensive financial plans. This includes analyzing financial data, providing advice on investments, insurance, tax strategies, and retirement planning. Key Responsibilities: Client Consultation: Meet with clients to discuss their financial goals, needs, and objectives. Gather and analyze client information to determine financial status and objectives. Financial Planning: Develop and implement financial plans that address client goals. Investment Management: Recommend appropriate investment products based on client profiles. Risk Management: Assess clients' insurance needs and recommend appropriate insurance products. Compliance and Reporting: Ensure all financial planning activities comply with industry regulations and standards. Prepare and maintain detailed reports of client transactions and financial plans. Client Education: Educate clients on financial planning topics and market trends. Keep clients informed about changes in investment opportunities, tax laws, and other financial matters. Relationship Management: Required Qualifications: Bachelor's degree in Finance, Economics, Accounting, or related field. Certified Financial Planner (CFP) or CHST designation preferred. Minimum of 3-5 years of experience in financial planning or a related field. In-depth knowledge of financial products, investment strategies, and tax regulations. Excellent analytical, organizational, and communication skills. Please let me know your interest and let's keep in touch until we make this happen Referrals appreciated and welcomed. Thanks & Regards, Nora West Recruiter E: [email protected] A: 1701 Legacy Dr, Suite#1000, Frisco, Texas - 75034 Keywords: access management green card Minnesota Opportunity for Financial planner/Advisor - Minneapolis/MN (ONLY GC/USC) role [email protected] |
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| Thu Aug 01 19:27:00 UTC 2024 |