Financial Professional (Entry level) Job at Global Financial Impact, Dallas, TX

Sk8yQXdJWGljcVpIRi9uMElpRUlaRU9vYUE9PQ==
  • Global Financial Impact
  • Dallas, TX

Job Description

Job Summary
We are seeking a knowledgeable and driven Financial Consultant to join our team. The ideal candidate will possess a strong background in financial planning and analysis, with the ability to provide expert advice to clients on various financial matters. This role involves developing tailored financial strategies, managing client relationships, and ensuring compliance with financial regulations. The Financial Consultant will play a crucial role in helping clients achieve their financial goals through effective planning and management.

Responsibilities

  • Conduct comprehensive assessments of clients' financial situations, including income, expenses, and investment portfolios.
  • Develop personalized financial plans that align with clients' objectives, including tax strategies, estate planning, and cash management.
  • Provide ongoing support and guidance to clients regarding their financial decisions and investment opportunities.
  • Maintain strong customer relationship management practices to foster trust and long-term partnerships with clients.
  • Stay updated on industry trends, tax laws, and regulatory changes to provide informed advice.
  • Collaborate with other financial professionals to ensure a holistic approach to client service.
  • Conduct research on market trends and investment options to enhance client portfolios.
  • Assist in the preparation of reports and presentations for clients regarding their financial status.

Experience

  • No Experience Required. We offer training options.
  • Demonstrated ability in sales and customer relationship management within the finance sector.
  • Excellent analytical skills with a focus on cash management and financial sales strategies.
  • Strong communication skills to effectively convey complex financial concepts to clients.

Join our team as a Financial Consultant where you can make a significant impact on clients' financial well-being while advancing your career in a supportive environment!

Job Type: Contract

Pay: $69,695.00 - $77,678.00 per year

Benefits:

  • Flexible schedule

Compensation Package:

  • 1099 contract
  • Bonus opportunities
  • Commission pay
  • Employee stock purchase plan

Work Location: Remote

Job Tags

Contract work, Remote job, Flexible hours,

Similar Jobs

CyberCoders

Electrical Estimator Job at CyberCoders

 ...Estimator Position Overview We are seeking a skilled Estimator to join our construction team. The ideal candidate will be responsible...  ...as an Estimator in the construction industry, preferably with electrical projects. Strong understanding of construction processes,... 

Northern Kentucky Area Development District

Public Administration Specialist Job at Northern Kentucky Area Development District

 ...Position Title: Public Administration Specialist. Division: Local Government Services. Work Location: Florence. Status: Non-Exempt. Supervisor: Local Government Services Associate Director. Pay range: $42,000 - $45,000 per year. Benefits Included: ~... 

Athra Systems

Psychiatric Mental Health Nurse Practitioner/Family Nurse Practitioner Job at Athra Systems

 ...contribute to our collective success. Job Summary: We are seeking a highly skilled and compassionate Dual Licensed Psychiatric Mental Health Nurse Practitioner (PMHNP) and Family Nurse Practitioner (FNP) to join our team. This role will involve providing psychiatric... 

millionsoft(N)

Russian Translator Job at millionsoft(N)

1. Over two years of experience in Russian translation, with preference for experience in the power construction industry;2. College degree or higher in a Russian-related field;3. Good Russian listening skills, fluent oral interpretation, clear intonation, and strong... 

Talantage, LLC

Streaming Audio Visual Technician Job at Talantage, LLC

 ...Job Title: Audio Visual Streaming Technician Assistant Summary: The Streaming Video and Audio Technician is a crucial role responsible for the efficient operation, maintenance, and repair of audio and video equipment for both live events and streaming productions...