About the Role
The specialist will guide clients through financial products and planning strategies, maintain accurate records, and support long-term financial goals using compliant, client-centered practices.
Responsibilities
- Educate clients on financial products and services
- Assist in developing personalized financial plans
- Maintain up-to-date client account records
- Ensure all documentation meets regulatory standards
- Respond to client inquiries in a timely manner
- Conduct regular financial needs assessments
- Support clients during account setup and onboarding
- Monitor account activity for accuracy and compliance
- Provide updates on product changes or benefits
- Collaborate with internal teams to resolve client issues
- Track client interactions and follow-up actions
- Explain complex financial terms in simple language
- Help clients understand investment options
- Assist with retirement planning strategies
- Identify client needs through active listening
- Follow up on pending client requests
- Maintain confidentiality of client information
- Stay current on financial regulations and policies
- Participate in ongoing training and development
- Support team goals and performance metrics
Nice to Have
- Certified Financial Planner (CFP) certification
- Experience with retirement account rollovers
- Familiarity with tax-advantaged accounts
- Prior work in financial education roles
- Advanced proficiency in Microsoft Office Suite
- Experience in regulated financial environments
- Bilingual communication skills
- Knowledge of estate planning basics
- Client service awards or recognition
- History of exceeding sales or service targets
Compensation
Competitive salary based on experience
Work Arrangement
On-site
Team
Mid-sized team focused on client financial empowerment
About Us
We are dedicated to helping individuals achieve financial independence through informed decision-making and tailored planning solutions.
What We Offer
- Ongoing training programs
- Career advancement opportunities
- Health and retirement benefits
- Supportive team culture
- Flexible scheduling options
Not offered
