The B.C. Group Private Wealth Management
Financial Services Professional
The B.C. Group Private Wealth Management - Manchester-by-the-Sea
Work at The B.C. Group Private Wealth Management
Overview
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Overview
you'll guide clients through comprehensive financial planning, providing expert advice on investments, retirement, taxes, and estate planning, all while acting as a fiduciary and prioritizing their best interests.
Res ponsibilities:
- Build and maintain strong relationships with clients, understanding their financial goals, risk tolerance, and needs.
- Conduct regular client meetings to discuss financial plans, review progress, and address any concerns.
- Educate clients on financial concepts, products, and strategies to empower them to make informed decisions.
Qualifications
- Certified Financial Planner (CFP) certification.
- Bachelor's degree in finance, business, or a related field.
- Relevant experience in financial planning or related fields.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to build and maintain strong client relationships.
- Familiarity with financial planning software and tools.
- Commitment to professional development and continuous learning.