Note: The job is a remote job and is open to candidates in USA. Cambridge Financial Network provides personalized financial planning solutions involving insurance, investments, and retirement planning. The Financial Advisor will lead financial consulting projects, perform analyses, develop customized financial plans, prepare reports, advise on investments, and collaborate with internal teams to improve service delivery.
Responsibilities
- Lead and oversee financial consulting projects
- Execute financial analyses
- Provide strategic insights to assist clients in achieving their financial goals
- Work closely with clients to design and implement customized financial plans, ensuring they align with their objectives
- Preparing financial reports
- Advising on investment opportunities
- Collaborating with internal teams to improve service delivery
Skills
- Strong expertise in Finance, Accounting, and Financial Reporting
- Exceptional Analytical Skills to evaluate complex financial data and provide actionable insights
- Experience in Consulting with the ability to manage and advise on diverse financial strategies
- Proficiency with financial planning tools and technologies
- Strong interpersonal and communication skills to effectively interact with clients and teams
- Bachelor's or Master's degree in Finance, Accounting, Economics, or a related field of expertise
- Proven experience in the financial services or wealth management industry
- Have high standards for both yourself and the way you conduct business
- Willingness to add to an amazing culture and be a team player
- Coachable in the entrepreneurial world, positive attitude, get to learn from some of the best
- Professional certifications such as CFA, CPA, or CFP are highly preferred
- Experience in the Financial space is highly preferred. Not happy with your current employer give us a shout
- Full Time Preferred/Part Time Considered on a case-to-case basis
Benefits
- Full-time remote work capacity
Company Overview