Financial Planning Specialist
3 weeks ago
Key Responsibilities:
- Manage a large portfolio of clients, providing personalized financial guidance and support.
- Work with Fidelity clients in the growth phase, helping them navigate financial processes and achieve their goals.
- Engage in face-to-face interactions with customers, building strong relationships and understanding their unique needs.
- Develop and implement tailored financial solutions, driving client satisfaction and loyalty.
Requirements:
- Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
- Excellent communication and interpersonal skills, with a focus on empathy and understanding.
- Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.
- Proficiency in financial software and systems, with a willingness to learn and adapt to new technologies.
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