Industry: Financial Planning Consultants,Business Brokers
Employment Type: Full Time
Work Hours: 8
Salary: $20 To $30/An Hour
Location: United States
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Full Job Description
Smart Brokerage Co Job Advertisement
About Us
Smart Brokerage Co is a leading financial services firm specializing in providing expert advice and guidance to our clients to help them achieve their financial goals. We are dedicated to offering personalized solutions tailored to each client’s unique needs.
Position: Financial Planning Consultant
Job Responsibilities:
- Conduct comprehensive financial analyses for clients to identify goals and develop financial plans
- Provide strategic recommendations on investments, retirement planning, insurance, and tax strategies
- Monitor and review clients’ financial situation regularly to ensure plans are on track
- Stay up-to-date with financial trends and regulations to provide the best advice
- Build and maintain strong relationships with clients to deliver exceptional service
Qualifications:
- Minimum of Bachelor’s degree in Finance, Business, Economics, or related field
- Certified Financial Planner (CFP) designation preferred
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Experience in financial planning or wealth management is an asset
Benefits:
- Competitive salary and performance-based bonuses
- Medical, dental, and vision insurance coverage
- 401(k) retirement savings plan with employer match
- Ongoing training and professional development opportunities
- Paid time off and flexible work hours
Position: Business Broker
Job Responsibilities:
- Assist clients in buying or selling businesses
- Evaluate businesses to determine their value and marketability
- Develop marketing strategies to attract potential buyers or sellers
- Negotiate deals and facilitate the transaction process
- Provide guidance on legal and financial aspects of business transactions
Qualifications:
- Bachelor’s degree in Business, Finance, or related field
- Experience in business brokerage, real estate, or sales is preferred
- Strong negotiation and communication skills
- Knowledge of business valuation and financial analysis
- Ability to work independently and manage multiple client relationships
Benefits:
- Competitive commission structure and incentives
- Health and wellness benefits package
- Training and development opportunities to advance career
- Opportunity for growth and advancement within the company
- Supportive team environment with experienced professionals
Apply for the Financial Planning Consultant or Business Broker position at Smart Brokerage Co by clicking on the Apply Now button on this page. Join our dynamic team and make a meaningful impact in the financial industry!
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