JD: - Provide planning, advisement, insurance and investment services to clients to meet their vision - Analyze the company's current financial status, going into enough detail to understand their specific needs - Work with a team of staff to keep track of records and file updates - Maintain working relationships with a variety of clients and/or departments, and keep them apprised of any financial developments - Act as a first-contact liaison to insurance providers and other financial professionals
Ideal Qualifications: - Needs strong data analysis skills effectively develop strategies for that business to meet their financial goals. - An advanced understanding of economics is necessary to understand and predict the market to have a greater likelihood of accomplishing company goals. - As with any job that provides a service, need to excel at both written and verbal communication. - Almost all aspects of professional finance are regulated, so need to be familiar with the law if they want to successful.