Financial Services Professional jobs in United States
cer-icon
Apply on Employer Site
company-logo

Finera Financial ยท 1 month ago

Financial Services Professional

positionUnited States
timeFull-time
remoteRemote
seniorityNew Grad, Entry Level

Finera Financial is a comprehensive financial services provider offering tailored retirement and insurance solutions. The Financial Services Professional will be responsible for advising clients on retirement and insurance solutions, creating customized financial plans, maintaining client relationships, and staying informed about industry trends.

Financial Services

Responsibilities

Advising clients on retirement and insurance solutions
Creating customized financial plans
Maintaining client relationships
Staying informed about industry trends
Meeting with clients
Conducting financial analysis
Collaborating with providers to ensure the best solutions for clients

Qualification

Retirement products knowledgeInsurance products knowledgeFinancial planning skillsClient relationship managementIndustry trends awarenessCommunication skillsInterpersonal skillsIndependent work

Required

Knowledge of retirement and insurance products
Financial planning and analysis skills
Excellent client relationship management skills
Ability to stay informed about industry trends and developments
Excellent communication and interpersonal skills
Ability to work independently and remotely

Company

Finera Financial

twitter
company-logo
Finera is a full-fledged financial services provider delivering retirement and insurance solutions tailored to the unique needs of every family.
dateFounded in 2022
location
Philadelphia, Pennsylvania, US
people-size201-500 employees
web-link
https://finerafinancial.com/

Funding

Current Stage
Growth Stage
Company data provided by crunchbase