Customer Solutions Specialist

Are you passionate about helping individuals and families secure their financial futures? As a Retirement Solutions Specialist, you will play a vital role in guiding clients through complex retirement planning options, ensuring they make informed decisions that align with their long-term goals. This dynamic position offers the opportunity to leverage your expertise in financial services, estate planning, and investment management to deliver tailored solutions that make a real difference. Join us to empower clients with confidence and clarity as they navigate their retirement journeys!, * Provide expert advice on retirement planning strategies, including estate planning, tax implications, and investment options

• Develop comprehensive financial plans that incorporate wills, trusts, asset management, and cash flow analysis
• Educate clients on securities law, industry regulations, and financial compliance to ensure ethical and legal standards are met
• Manage investment portfolios by analyzing financial markets, conducting research, and recommending suitable asset allocations
• Maintain strong client relationships through personalized service, regular reviews, and proactive communication
• Stay current with industry knowledge of financial regulations, tax laws, and new financial software tools to enhance service delivery
• Collaborate with legal and tax professionals to optimize estate plans and ensure compliance with relevant laws

• Proven experience in wealth management, financial sales, or investment client management
• Strong understanding of estate planning, wills, trusts & estate law, and securities law
• Knowledge of financial concepts such as portfolio management, cash management, accounting, and public accounting practices
• Familiarity with FINRA regulations and industry standards for financial compliance
• Excellent analytical skills in financial analysis, research, and technical accounting software applications
• Ability to communicate complex financial concepts clearly to diverse clients
• Relevant certifications such as FINRA licenses or industry-specific credentials are highly desirable

$53,866.37 - $94,871.33 a year - Part-time, Full-time, Contract, Pulled from the full job description

• Referral program
• Flexible schedule