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“Foster Financial (Group)” Company Details
| Company Name | Foster Financial (Group) |
| Rating | 3.2 |
| Job Type | Part-time |
| Job Position | Remote Position |
Financial Representative Job Overview
Provide financial planning and investment management services to clients, including analyzing financial situations, developing personalized investment…
What to do in Foster Financial (Group) company Job
Financial Representative
We are seeking a highly skilled and experienced Financial Representative to join our team. As a Financial Representative, you will play a crucial role in providing financial planning, and services to our clients.
Duties:
– Provide financial planning and investment management services to clients, including analyzing financial situations, developing personalized investment strategies.
– Conduct estate planning, including preparing wills and trusts, and advising clients on probate and estate administration.
– Prepare and implement Financial needs analysis
– Manage cash flow and ensure accurate financial reporting.
– Stay up-to-date with industry developments and regulatory changes, and maintain a high level of knowledge of financial concepts, including investments, insurance, and retirement plans.
– Utilize financial software to track client accounts, process transactions, and generate reports.
– Collaborate with colleagues to develop and implement comprehensive financial strategies for clients.
– Communicate complex financial information in a clear and concise manner to clients and other stakeholders.
Skills:
– Strong understanding of financial concepts, including investments, insurance, and retirement plans.
– Proficiency with financial software and life insurance or desire to learn
– Experience with cash management and financial reporting.
– Knowledge of financial industry and application of concepts
– Ability to analyze financial situations and develop personalized investment strategies.
– Excellent communication and interpersonal skills.
– Strong analytical and problem-solving skills.
Job Types: Full-time, Part-time
Pay: $67,280.00 – $77,501.00 per year
Expected hours: 30 per week
Experience:
- Financial concepts: 1 year (Preferred)
Work Location: Remote
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