Financial Synergist

Las Vegas - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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.

DescriptionJob SummaryAt 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 indi...