What are the responsibilities and job description for the Lead Financial Consultant position at TriMerge Consulting Group, PA?
Company Description
TriMerge Consulting Group, P.A. is a full-service professional services firm dedicated to providing innovative solutions, forward-thinking strategies, and a commitment to integrity. The firm is deeply rooted in delivering excellent service and empowering clients to achieve their financial goals. With a mission to foster long-term client relationships, TriMerge Consulting Group offers expertise across a broad spectrum of financial and consulting services.
Role Description
This is a full-time, on-site role based in Tallahassee, FL, for a Lead Financial Consultant. The Lead Financial Consultant will be responsible for delivering tailored financial planning and investment guidance to clients, developing strategies for retirement planning, analyzing financial data, and conducting thorough market evaluations. Additionally, the role involves collaborating with internal teams to create comprehensive financial solutions and ensuring clients achieve their goals.
Qualifications
- Expertise in Financial Planning and Retirement Planning
- Understanding of Investments and fundamental Finance principles
- Strong Analytical Skills to evaluate financial data and market trends
- Excellent problem-solving, organizational, and client communication abilities
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Relevant certifications such as CFP, CFA, or equivalent are highly desirable
- Proven experience in financial consulting or wealth management is preferred