Director role in Accounting and Finance Consulting practice. Overseeing financial planning, analysis, and client relationship management in a fast - paced setting.
About the role
- Financial Specialist at Beer Financial Group empowering clients towards financial security through personalized solutions and comprehensive financial planning.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients' assets and income.
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements
- A bachelor's degree is preferred.
- Previous experience in financial services, insurance or business development is beneficial but not required.
- Strong interpersonal and communication skills.
- Analytical thinking.
- Ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits
- Stipend
- Retirement Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Associate performing financial due diligence for clients acquiring and divesting businesses. Interacting with management and preparing detailed financial analyses in a consulting environment.
Analyst pricing NPL portfolios at EOS Group. Collaborating on analytical forecasts and projects across various countries with a motivated and international team.
Finance and Risk Analyst working in a leading Virtual Power Plant in Europe. Analyzing market risks and supporting product profitability within the energy industry.
Assistenz der Geschäftsführung in einem Drogentherapie - Zentrum in Berlin. Organisieren des Empfangs und Unterstützung der Geschäftsführung in verschiedenen Aufgabenbereichen.
Senior Investment Associate managing a $4B book of business with HUB International. Supporting client advisory, investment research, and operational workflows in a collaborative environment.
Financial Operations Specialist supporting finance processes and operations projects at HUB International. Ensuring compliance and accuracy in financial operations with collaboration across teams.
Teamleiter Kalkulation & Investition verantwortlich für das Investitionsportfolio der GAG in Köln. Optimierung der Modelle und Prozesse für fundierte Investitionsentscheidungen.
Financial Services Consultant providing exceptional member service while building long - term financial relationships. Engage in consultative conversations and support members with their financial needs.
Senior Financial Analyst role at Finning Canada involves financial modeling and analysis. Collaborating with business stakeholders for operational efficiency and cost management.