Opportunity Description
Ventum Financial Corp seeks an experienced Estate Planning Specialist to enhance client financial strategies and insurance offerings. This role emphasizes client-focused planning and comprehensive service delivery.
You will work directly with Investment Advisors, providing crucial financial assessments and proactive estate planning strategies. Understanding complex insurance solutions and regulations will be essential to help clients achieve their financial goals. Your role will involve building long-lasting relationships by continuously tracking client needs and adapting strategies accordingly.
Key Responsibilities:
• Create tailored financial plans for advisors’ clients
• Provide in-depth insurance solutions to enhance financial security
• Maintain current client files and communications
• Develop ongoing relationships with Investment Advisors and clients
• Identify and implement best practices in estate planning
Requirements:
• 7-10 years of industry exper...
You will work directly with Investment Advisors, providing crucial financial assessments and proactive estate planning strategies. Understanding complex insurance solutions and regulations will be essential to help clients achieve their financial goals. Your role will involve building long-lasting relationships by continuously tracking client needs and adapting strategies accordingly.
Key Responsibilities:
• Create tailored financial plans for advisors’ clients
• Provide in-depth insurance solutions to enhance financial security
• Maintain current client files and communications
• Develop ongoing relationships with Investment Advisors and clients
• Identify and implement best practices in estate planning
Requirements:
• 7-10 years of industry exper...
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