Strategic Financial Planning Specialist

Há 2 dias


Natal, Rio Grande do Norte, Brasil NMG Benefits Tempo inteiro

NMG Benefits seeks a seasoned Financial Planning and Advisory Expert to join our team. As a key member of our financial planning department, you will be responsible for providing holistic financial advice to our clients across various financial planning dimensions. The ideal candidate will have a proven track record of delivering high-quality financial planning services, excellent communication skills, and the ability to build strong relationships with clients. Key responsibilities include providing well-considered advice, maintaining and growing a book of clients, and upholding the highest standards of honesty, integrity, and professionalism. If you are a motivated and experienced financial planner looking to take your career to the next level, we encourage you to apply for this exciting opportunity. Our team is committed to providing exceptional service to our clients, and we are looking for someone who shares our passion for delivering outstanding results. As a Financial Planning and Advisory Expert at NMG Benefits, you will have the opportunity to work with a diverse range of clients, develop your skills and expertise, and contribute to the growth and success of our organization. In this role, you will be responsible for providing bespoke financial planning services to our clients, including savings and retirement planning, local and offshore investments, life and ancillary risk planning, and estate and legacy planning. You will also be expected to maintain and grow a book of clients, maximize cross-selling opportunities, and perform up-to-date reviews when appropriate. To be successful in this role, you will need to have a strong understanding of financial planning principles, excellent communication skills, and the ability to build strong relationships with clients. If you are a motivated and experienced financial planner looking to take your career to the next level, we encourage you to apply for this exciting opportunity. Our team is committed to providing exceptional service to our clients, and we are looking for someone who shares our passion for delivering outstanding results. As a Financial Planning and Advisory Expert at NMG Benefits, you will have the opportunity to work with a diverse range of clients, develop your skills and expertise, and contribute to the growth and success of our organization. You will be working closely with our clients to understand their financial goals and objectives, and will be responsible for providing tailored financial planning solutions to meet their needs. This may include providing advice on savings and retirement planning, local and offshore investments, life and ancillary risk planning, and estate and legacy planning. You will also be responsible for maintaining and growing a book of clients, maximizing cross-selling opportunities, and performing up-to-date reviews when appropriate. To be successful in this role, you will need to have a strong understanding of financial planning principles, excellent communication skills, and the ability to build strong relationships with clients. If you are a motivated and experienced financial planner looking to take your career to the next level, we encourage you to apply for this exciting opportunity. Our team is committed to providing exceptional service to our clients, and we are looking for someone who shares our passion for delivering outstanding results. As a Financial Planning and Advisory Expert at NMG Benefits, you will have the opportunity to work with a diverse range of clients, develop your skills and expertise, and contribute to the growth and success of our organization. In this role, you will be responsible for providing bespoke financial planning services to our clients, including savings and retirement planning, local and offshore investments, life and ancillary risk planning, and estate and legacy planning. You will also be expected to maintain and grow a book of clients, maximize cross-selling opportunities, and perform up-to-date reviews when appropriate. To be successful in this role, you will need to have a strong understanding of financial planning principles, excellent communication skills, and the ability to build strong relationships with clients. If you are a motivated and experienced financial planner looking to take your career to the next level, we encourage you to apply for this exciting opportunity. Our team is committed to providing exceptional service to our clients, and we are looking for someone who shares our passion for delivering outstanding results. As a Financial Planning and Advisory Expert at NMG Benefits, you will have the opportunity to work with a diverse range of clients, develop your skills and expertise, and contribute to the growth and success of our organization.



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