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- Conduct detailed financial assessments of clients' financial status, goals, and risk tolerance.
- Develop customized financial plans that include investment strategies, retirement planning, estate planning, and tax strategies.
- Provide ongoing advice and portfolio management to clients, adjusting strategies as needed to align with changing market conditions and life events.
- Build and maintain strong client relationships through excellent service and communication.
- Collaborate with other professionals, such as accountants and attorneys, to ensure comprehensive client service.
- Minimum of 5 years of experience in retirement planning services.
- Must hold a Series 65 license.
- Proficient in financial planning software and Microsoft Office Suite.
- Holds a Certified Financial Planning (CFP) License.
- Strong understanding of investment products, financial planning, and tax planning
Retirement Specialist - Harrison Township, United States - Insight Global
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Description
On-site M-Thursday 9am-5 pm, Friday 9am - 1 pm
Job Description:
A client of Insight Global is seeking a dedicated and experienced Financial Advisor to join their team in the Mullica Hill, NJ area. The ideal candidate will have a strong background in financial and retirement planning strategies, with a commitment to helping clients achieve their long-term financial goals.
Key Responsibilities:
Must Have Requirements:
Plusses: