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Financial Planning Specialist
hace 2 meses
About the Role:
Troyasolutions is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our investment team, you will be responsible for delivering personalized investment solutions to help clients achieve their long-term financial goals.
Key Responsibilities:
- Provide financial planning support to clients, including creating comprehensive financial plans and conducting thorough analysis of their financial situations.
- Support investment professionals in cultivating client relationships and developing strategic investment plans.
- Prepare and review financial plans to ensure accuracy and completeness of information.
Requirements:
- Bachelor's degree in Finance or a related field.
- At least 5 years of experience in the investment industry.
- Strong understanding of the investment business and its complexities.
- Excellent interpersonal and communication skills.
What We Offer:
Troyasolutions is a dynamic and innovative company that offers a competitive salary and benefits package, as well as opportunities for professional growth and development.
