Financial Specialist - Jefferson Branch

<Job Summary>
Join our dynamic team as a Financial Specialist within the Mission Branch, where you will play a vital role in providing expert financial guidance and solutions to clients. This position offers an exciting opportunity to leverage your comprehensive knowledge of financial concepts, estate planning, and investment management to help clients achieve their financial goals. You will be responsible for delivering exceptional customer service, conducting detailed financial analyses, and ensuring compliance with relevant securities laws and tax regulations. Your energetic approach will drive meaningful client relationships and foster trust in our innovative financial services.

<Duties>

• Develop personalized financial plans by analyzing clients’ assets, liabilities, income, and expenses, incorporating estate planning strategies such as wills and trusts
• Promote and sell a broad range of financial products and services including wealth management, cash management, and investment portfolios
• Conduct thorough research on securities law, tax implications, and market trends to inform sound financial advice
• Manage client portfolios by monitoring investment performance and recommending adjustments aligned with clients’ risk tolerance and objectives
• Assist clients with estate planning processes, ensuring proper documentation of wills, trusts, and estate laws
• Utilize advanced financial software to perform detailed financial analysis and reporting
• Maintain strong customer relationships through regular follow-ups, addressing inquiries related to banking, asset management, and technical accounting issues

<Requirements>

• Proven experience in financial sales, wealth management, or related roles with a focus on estate planning or securities law
• Strong knowledge of financial concepts such as investment management, portfolio management, corporate accounting, and cash flow analysis
• Familiarity with tax experience, estate planning tools (wills, trusts), and estate law regulations
• Proficiency in financial software applications and research tools used for market analysis and client reporting
• Excellent math skills combined with the ability to interpret complex financial data effectively
• Demonstrated ability to build customer relationships through CRM (Customer Relationship Management) systems and personalized service
• Relevant certifications or education in finance, accounting or related fields are preferred but not mandatory

Join us to make a meaningful impact by guiding clients through their financial journeys with confidence! We are committed to fostering an energetic environment where your expertise can thrive while helping others secure their future.

Pay: $20.00 - $22.00 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Tuition reimbursement
• Vision insurance

Work Location: In person