Job Description

We are a leading financial consulting firm looking for individuals who are seeking a dynamic and fulfilling experience as a New Age Digital Consultant. The successful candidate will be responsible for Businesses and Families portfolio, providing expert financial advice and support to clients using a client-centric approach. Leverage technology to deliver a seamless and personalized customer experience and support clients in making informed decisions about their financial planning and investments. We welcome individuals from diverse backgrounds and industries who are looking for a mid-career change and want to excel in their next career! We work closely with Businesses and Families in these field:

• Provide personalized coaching to clients using a client-centric approach
• Provide insights on investment, tax planning, estate planning, and other financial matters
• Utilize digital tools and technology to deliver a seamless and personalized customer experience
• Identify client needs and work with internal partners to determine a solution.
• Implement investment strategies and manage client portfolios to maximize returns and minimize risks
• Stay up-to-date with the latest financial trends and developments, and leverage technology to deliver innovative solutions to clients
• Collaborate with other financial professionals, such as accountants and lawyers, to provide comprehensive financial solutions to clients
• Build and maintain strong relationships with clients and prospects through regular communication and meetings
• Maintain client records and ensure compliance with their methodology and investment guidelines.
• Comply with all legal and regulatory requirements and maintain high ethical standards in all interactions with clients and colleagues
• Analyze market research and stay up-to-date with the latest financial trends and developments

What is required:

• Bachelor\xe2\x80\x99s degree
• Sound business judgment and decision-making abilities
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team
• High ethical standards and integrity
• Excellent knowledge of investment strategies, financial planning, and tax laws and regulations
• Excellent communication and interpersonal skills
• Proven track record of building and maintaining strong client relationships

We\'re a fun-loving group of financial professionals who take our work seriously but don\'t take ourselves too seriously. We offer comprehensive training and support, a competitive salary and benefits package, and a flexible work environment that allows for work-life balance. So, if you\'re ready to switch up your career and bring your humor and finance skills to the table, submit your resume and cover letter for consideration. We can\'t wait to hear from you!
(V3!) Job Types: Full-time, Permanent Salary: $6,000.00 - $10,000.00 per month Education:

• Bachelor\'s or equivalent (Preferred)

Work Location: In person