Financial Services Professional

Company Description We suggest you enter details here. Role Description This is a full-time hybrid role for a Financial Services Professional based in Schaumburg, IL, with opportunities for some work-from-home flexibility. The Financial Services Professional will be responsible for working directly with clients to assess their financial objectives, develop financial and retirement plans, and provide ongoing support to help clients achieve their goals. Other responsibilities include analyzing financial information, offering tailored financial planning solutions, and maintaining strong client communication. Qualifications Expertise in Financial Planning, Financial Services, Life Insurance/Estate Planning and Retirement PlanningStrong communication and interpersonal skills to build client relationshipsSolid foundation in Finance concepts and strategiesRelevant certifications and or licensingBachelor’s degree in Finance, Business, or a related fieldProficiency in financial planning software tools and Microsoft Office Suite