More jobs:
Financial Planner
Job in
Quincy, Adams County, Illinois, 62305, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant -
Insurance
Financial Advisor / Consultant
Job Description & How to Apply Below
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients' assets and income.
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
- A bachelor's degree in finance, business, or a related field is preferred.
- Previous experience in financial services, insurance or business development is beneficial but not required.
- Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
- financial planning
- investment strategies
- insurance strategies
- retirement planning
- analytical thinking
- interpersonal skills
- communication skills
- trust building
- rapport building
- Series 6
- Series 63
- state insurance licenses
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