Hiring Financial Specialist in Rockville MD

Full Time 1 month ago
Employment Information

Job Details

Job Overview: Join a dynamic team as a Financial Services Specialist in Rockville, Maryland. In this role, you will be responsible for providing financial guidance and support to clients.

Job Details: As a Financial Services Specialist, you will work closely with clients to analyze their financial situations, provide recommendations for investments, and assist in creating financial plans tailored to their goals.

Responsibilities:
  • Conduct financial assessments for clients.
  • Recommend suitable investment options.
  • Create personalized financial plans.
  • Monitor and adjust client portfolios.
  • Provide ongoing financial education and support.
Requirements:
  • Bachelor's degree in Finance or related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal abilities.
  • Detail-oriented with a focus on accuracy.
Benefits:
  • Competitive salary and benefits package.
  • Opportunities for career growth and development.
  • Work in a collaborative and supportive team environment.

Other Details: The Financial Services Specialist position in Rockville, Maryland offers a rewarding opportunity to make a positive impact on clients' financial well-being. Join us in helping individuals achieve their financial goals and secure their futures.

We look forward to receiving your application and having you as part of our team in Rockville, Maryland!

Custom Button Find latest Jobs in Rockville, Maryland