[Vacancy]: Financial Planner/Executive Needed at Cornerstone Insurance PLC

February 21, 2024

Job Description

Job description

  • Ability to work as team
  • Ability to interact with customer
  • Having an interpersonal relationship between the company and the customer
  • Goal achiever
  • Target oriented

Requirements:

  • A bachelor’s degree in finance, economics, accounting, business administration, or a related field is typically required.
  •  Strong understanding of financial concepts, investment strategies, taxation, retirement planning, insurance products, and estate planning is essential.
  • Ability to analyze complex financial data, assess investment opportunities, and develop comprehensive financial plans tailored to clients’ needs and objectives.
  • Excellent interpersonal and communication skills are necessary for building relationships with clients, explaining complex financial concepts in simple terms, and providing personalized financial advice.
  • Some positions may require a sales-oriented approach to acquire new clients, cross-sell products, and grow the firm’s revenue.
  • Adherence to high ethical standards and a commitment to acting in the best interests of clients are essential for maintaining trust and credibility.
  • Proficiency with financial planning software, spreadsheet applications, and other relevant tools for analysis and client management.

Responsibilities:

  • Meet with clients to assess their financial goals, risk tolerance, and current financial situation.
  • Analyze clients’ financial information, including income, expenses, assets, liabilities, and investment portfolios, to develop personalized financial plans.
  • Recommend appropriate investment strategies and asset allocations based on clients’ risk profiles and investment objectives.
  • Develop retirement savings strategies, including contributions to retirement accounts, withdrawal strategies, and projections of future income needs.
  • Assess clients’ insurance needs and recommend suitable products such as life insurance, health insurance, disability insurance, and long-term care insurance.
  • Provide guidance on tax-efficient strategies to minimize tax liabilities and optimize clients’ overall financial situation.
  •  Collaborate with clients’ attorneys and tax advisors to develop estate plans, including wills, trusts, and other legacy planning strategies.
  • Regularly review clients’ financial plans and investment portfolios to ensure alignment with their goals and make necessary adjustments based on changing circumstances or market conditions.
  • Adhere to regulatory requirements and industry standards, including client confidentiality, disclosure of conflicts of interest, and compliance with relevant laws and regulations.

Click here to apply

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