Financial Services Professional
2 - 5 years
Clifton Park, NY
Full-time
Remote
1 month ago
About the role
Company Description
Wise Financial LLC is an independent firm dedicated to providing comprehensive and unbiased financial advice. We focus on fostering strong, lasting relationships with clients through an educational approach that clarifies financial goals and strategies. Our mission is to help clients navigate various life stages, from entering the workforce and starting businesses to planning for retirement or addressing uncertainties. By partnering with clients, we ensure tailored solutions to meet their unique financial needs. Securities are offered through Simplicity Investments, Member FINRA/SIPC, headquartered in Summit, NJ.
Role Description
This is a full-time, hybrid role for a Financial Services Professional based in Clifton Park, NY, with the flexibility to work from home part of the time. Key responsibilities include assisting clients with financial and retirement planning, providing tailored financial advice, and ensuring client goals are met. The role involves building and maintaining client relationships, educating clients on financial strategies, and staying updated on financial market trends and services.
Qualifications
Wise Financial LLC is an independent firm dedicated to providing comprehensive and unbiased financial advice. We focus on fostering strong, lasting relationships with clients through an educational approach that clarifies financial goals and strategies. Our mission is to help clients navigate various life stages, from entering the workforce and starting businesses to planning for retirement or addressing uncertainties. By partnering with clients, we ensure tailored solutions to meet their unique financial needs. Securities are offered through Simplicity Investments, Member FINRA/SIPC, headquartered in Summit, NJ.
Role Description
This is a full-time, hybrid role for a Financial Services Professional based in Clifton Park, NY, with the flexibility to work from home part of the time. Key responsibilities include assisting clients with financial and retirement planning, providing tailored financial advice, and ensuring client goals are met. The role involves building and maintaining client relationships, educating clients on financial strategies, and staying updated on financial market trends and services.
Qualifications
- Expertise in Financial Planning, Finance, and Retirement Planning
- Proficiency in Financial Services and related practices
- Strong Communication skills, with an ability to clarify complex financial concepts
- Client relationship management experience is a plus
- Bachelor’s degree in Finance, Business, Economics, or a related field
- Relevant certifications, such as CFP or equivalent, are desirable
- Proficiency in financial planning software and digital tools
- Ability to work independently and maintain a client-first mindset
Skills
Financial Services