Job offer: Financial Planner Specialist

Responsibilities:

• Provide planning, advisement, insurance and investment services to clients to meet their vision.
• Analyze the company’s current financial status, going into enough detail to understand their specific needs.
• Work with a team of staff to keep track of records and file updates.
• Maintain working relationships with a variety of clients and/or departments, and keep them apprised of any financial developments.
• Act as a first-contact liaison to insurance providers and other financial professionals.
• Develop financial reports and strategies and present these plans to clients or executives.
• Staying updated on current regulations, economic changes and other factors that may affect individuals or businesses financially.
• Provide financial planning and investment advisory services.
• Develop and execute retirement planning.
• Implement risk management and tax planning strategies.
• Prepare financial policy and procedure documentation.

Qualifications:

• Bachelor’s degree in business or related field.
• strong data analysis skills effectively develop strategies for that business to meet their financial goals.
• An advanced understanding of economics is necessary for a Financial Planner to understand and predict the market to have a greater likelihood of accomplishing company goals.
• Excel at both written and verbal communication.
• Familiar with the law if they want to successful.
• 3-6 years experience in the financial industry.
• CPA and CFP certification is a plus.
• Advanced Microsoft Excel skills.
• Experience with financial planning software.
• Results-oriented mindset.
• Comprehensive knowledge of topics related to financial planning.

• Financial Risk
• Financial Reporting
• Communication Skills
• Finance & Accounting
• Data Analysis
• Planning & Organizing
• CPA

• Location Amman - Jordan
• Industry Accounting & Finance
• Job Type Full-Time
• Degree Bachelor
• Experience 3-6
• Nationality Unspecified