What are the responsibilities and job description for the Financial Services Professional position at Experior Financial Group?
Job Title
Financial Services Professional
Location:
Remote
We are seeking a knowledgeable and results-driven **Financial Professional** to join our team. The ideal candidate will possess strong analytical skills, a solid understanding of financial principles, and a passion for helping individuals or businesses achieve their financial goals. This role involves financial planning, analysis, strategy development, and client advisement.
Key Responsibilities
Competitive commission structure plus bonus
Financial Services Professional
Location:
Remote
- Job Type:** Full-Time/Part-Time
- Department:** Finance
We are seeking a knowledgeable and results-driven **Financial Professional** to join our team. The ideal candidate will possess strong analytical skills, a solid understanding of financial principles, and a passion for helping individuals or businesses achieve their financial goals. This role involves financial planning, analysis, strategy development, and client advisement.
Key Responsibilities
- Analyze financial data and prepare financial reports, forecasts, and budgets
- Advise clients on investment opportunities, insurance coverage, tax planning, and retirement planning
- Develop and maintain financial plans tailored to clients objectives and risk tolerance
- Monitor market trends and economic conditions to guide financial recommendations
- Evaluate financial documents, investment portfolios, and risk management strategies
- Collaborate with internal teams or external partners (such as accountants or legal advisors)
- Ensure compliance with all relevant financial regulations and ethical standards
- Educating clients on financial products and services
- Continuously update knowledge of financial tools, trends, and legislation
- Bachelors degree in Finance, Accounting, or a related field preferred but not required
- Proven experience in a financial advisory, analysis, or planning role preferred but not required
- Strong analytical, problem-solving, and organizational skills
- Excellent interpersonal and communication abilities
- Proficiency in software tools (e.g., Excel, Microsoft Office, CRM)
- Relevant certification (Life License) is a plus
- High ethical standards and professional integrity
- Ability to manage multiple clients or projects simultaneously
- Detail-oriented with a strong commitment to accuracy
- Self-motivated and proactive in driving results
Competitive commission structure plus bonus
