What are the responsibilities and job description for the Financial Professional position at Cambridge Financial Network?
Company Description
Cambridge Financial Network is dedicated to providing personalized financial planning solutions to individuals, families, and businesses in Utah. Specializing in insurance, investments, and retirement planning, we help clients achieve their unique financial goals and secure their futures. Our services are offered in partnership with Equity Services, Inc., a Member FINRA/SIPC and a Registered Investment Adviser affiliate of National Life Insurance Company (NLIC). Based in South Jordan, Utah, we emphasize trust, expertise, and tailored strategies to empower financial success.
Role Description
We are seeking a Financial Advisor in a full-time, remote capacity. In this role, you will lead and oversee financial consulting projects, execute financial analyses, and provide strategic insights to assist clients in achieving their financial goals. You will work closely with clients to design and implement customized financial plans, ensuring they align with their objectives. Additional responsibilities include preparing financial reports, advising on investment opportunities, and collaborating with internal teams to improve service delivery.
Qualifications
- Strong expertise in Finance, Accounting, and Financial Reporting
- Exceptional Analytical Skills to evaluate complex financial data and provide actionable insights
- Experience in Consulting with the ability to manage and advise on diverse financial strategies
- Proficiency with financial planning tools and technologies
- Strong interpersonal and communication skills to effectively interact with clients and teams
- Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field of expertise
- Professional certifications such as CFA, CPA, or CFP are highly preferred
- Proven experience in the financial services or wealth management industry
- Have high standards for both yourself and the way you conduct business
- Willingness to add to an amazing culture and be a team player
- Full Time Preferred/Part Time Considered on a case-to-case basis
- Coachable in the entrepreneurial world, positive attitude, get to learn from some of the best
- Experience in the Financial space is highly preferred. Not happy with your current employer give us a shout
- Do you feel like you don't get paid for what value you bring to the business
- Culture is highly meaningful and if you thrive in a great culture, we would love to talk with you
- Average first year earnings $75,000 - $125,000
Salary : $75,000 - $125,000