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- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
- Conducting in-depth economic assessments to analyze clients' current financial situations and identify areas for growth and improvement.
- Developing personalized financial plans and investment strategies aligned with client's objectives and risk profiles.
- Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.
- Helping the company meet its financial objectives through personalized financial planning.
- Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.
- Organize client meetings to discuss financial goals, risk tolerance and investment preferences.
- Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.
- Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
- Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
- Create detailed financial plans, including cash flow projections, retirement planning, and tax optimization strategies.
- BA bachelor's degree in finance, economics, business administration or a related field.
- Excellent interpersonal skills and the ability to build trust and rapport with clients.
- Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.
- Exceptional verbal and written communication skills in explaining complex financial concepts to clients.
- Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.
Financial Services Consultant - Braintree, United States - Northwestern Mutual
Description
Job Summary:
We are seeking a skilled Financial Consultant to join our team. The ideal candidate will provide financial guidance to clients, analyze financial data, and assist in making informed decisions to enhance their financial well-being.
Objectives of this role
Your tasks
Required skills and qualifications