Financial Synergist
Financial Synergist
Posted on :
31-08-2025
Employer Active
1 Vacancy
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Job Description
Description
Job Summary
At LegacyBridge Financial Group we believe financial security shouldnt be a privilegeit should be a promise. As a Financial Synergist youll play a unique role by connecting key financial servicestax preparation insurance estate planning business loans and consultingto help individuals families and small businesses protect what matters today while building for tomorrow.
Responsibilities
- Provide expert financial advice and support for tax preparation insurance estate planning and business loans.
- Consult with clients to assess their financial needs and develop tailored strategies.
- Create and maintain strong relationships with clients to ensure satisfaction and long-term collaboration.
- Educate clients on various financial products and services to enhance their understanding and decision-making.
- Collaborate with diverse teams within the organization to streamline service delivery and enhance client experience.
- Stay updated on industry trends and changes to provide accurate and relevant advice.
Requirements
- Strong background in financial services including tax preparation insurance and estate planning.
- Exceptional communication skills both written and verbal.
- Proven experience in consulting or a related financial advisory role.
- Ability to effectively analyze client needs and propose suitable solutions.
- Self-motivated with a proactive approach to client engagement.
- Any educational background will be considered; relevant certifications are a plus.
Employment Type
Full Time
Key Skills
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