Virtual Financial Consultant

DESIGN WORKS

Ohio, United States Part-time in Accounting
  • Salary: $95 - $95 / HOUR
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  • Job ID 2759323

Job Description

Join our team and take on a pivotal role where you’ll deliver expert financial planning and investment guidance tailored to our diverse clientele. Your responsibilities will include:

  1. Offering in-depth financial consultation and investment strategies that cater to individual client needs.
  2. Conducting thorough financial analyses to craft customized financial plans that align with clients’ goals.
  3. Proposing innovative investment strategies and suitable products that enhance client portfolios.
  4. Cultivating and nurturing strong relationships with clients through regular portfolio assessments and updates.
  5. Working closely with our dynamic internal teams, including investment research, portfolio management, and operations, to ensure seamless service delivery.
  6. Keeping abreast of the latest industry trends, regulatory changes, and market developments to provide informed advice.

We are seeking dedicated individuals who are ready to make a significant impact in the financial landscape while growing their careers in a supportive environment.

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