Financial Planner Specialist

Responsibilities: • Provide planning, advisement, insurance and investment services to clients to meet their vision. • Analyze the company’s current financial status, going into enough detail to understand their specific needs. • Work with a team of staff to keep track of records and file updates. • Maintain working relationships with a variety of clients and/or departments, and keep them apprised of any financial developments. • Act as a first-contact liaison to insurance providers and other financial professionals. • Develop financial reports and strategies and present these plans to clients or executives. • Staying updated on current regulations, economic changes and other factors that may affect individuals or businesses financially. • Provide financial planning and investment advisory services. • Develop and execute retirement planning. • Implement risk management and tax planning strategies. • Prepare financial policy and procedure documentation. Qualifications: • Bachelor’s degree in business or related field. • strong data analysis skills effectively develop strategies for that business to meet their financial goals. • An advanced understanding of economics is necessary for a Financial Planner to understand and predict the market to have a greater likelihood of accomplishing company goals. • Excel at both written and verbal communication. • Familiar with the law if they want to successful. • 3-6 years experience in the financial industry. • CPA and CFP certification is a plus. • Advanced Microsoft Excel skills. • Experience with financial planning software. • Results-oriented mindset. • Comprehensive knowledge of topics related to financial planning. \r\nRequired Skills • Financial Risk • Financial Reporting • Communication Skills • Finance & Accounting • Data Analysis • Planning & Organizing • CPA \r\nJob Details • Location: Amman - Jordan • Industry: Accounting & Finance • Job Type: Full-Time • Degree: Bachelor • Experience: 3-6 • Nationality: Unspecified