
Chief Financial Strategist
12 hours ago
Our objective is to provide financial literacy and minimize risks for individuals.
Job Responsibilities
- Meet with clients to discuss financial planning and investment strategies
- Develop customized financial plans tailored to clients' goals
- Evaluate and recommend insurance products aligned with clients' needs
- Review and reassess policies to optimize results
Requirements
- Ability to grow professionally with the organization
- Goal-driven, process-oriented individual
- Means to work remotely
Seniority Level
- Entry-level position
Employment Type
- Full-time employment
Job Function
- Finance and Sales
Industries
- Insurance Agencies and Brokerages
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