What are the responsibilities and job description for the Financial Services Professional position at MGP Worldwide Consulting Services Inc.?
Company Description
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Role Description
This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing financial planning and advisory services to clients. Day-to-day tasks include developing and implementing financial strategies, conducting finance and investment analysis, and assisting clients with retirement planning. The Financial Advisor will also be required to assess clients' financial situations, recommend suitable financial products, and ensure compliance with financial regulations.
No experience is required, but you must be willing to be coachable and available for training if you are selected in the process. Our training is customized around the individual to accommodate the applicant who is transitioning from a full-time job into a career as a Financial Professional.
Qualifications
- Financial Planning and Financial Advisory skills are not required, but helpful
- Finance and Investments skills are a plus, but not required for the entry position
- Experience in Retirement Planning is useful
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Ability to work independently and remotely
- Certified Financial Planner (CFP) designation is a plus, but not necessary.
- Bachelor's degree in Finance, Business, Economics, or related field helpful but not required.