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Financial Specialist Job Description

We are looking to recruit a Financial Specialist to help set financial goals for our clients. As a Financial Specialist, you will be responsible for meeting clients, reviewing their history, and making future and retirement planning recommendations. Your duties will include setting budgets and recommending investments. Our ideal candidate will have a talent for communication, be able to build strong, long-lasting relationships, and have a Bachelor’s degree in accounting.

Financial Specialist Responsibilities

  • Review the client’s financial documents and history
  • Help clients set specific financial goals and timelines
  • Suggest financial products and investments
  • Set realistic budgets
  • Regularly check in with clients and assess their progress

Financial Specialist Requirements

  • Financial advisor credentials
  • Personal finance experience
  • Computer proficient
  • Strong verbal and written communication skills
  • Bachelor’s degree in Accounting

Download FREE!

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