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Retirement Planning Expert
1 week ago
The Financial Planning team at AON is dedicated to helping individuals and families achieve their long-term financial goals. As a Retirement Planning Expert, you will play a critical role in developing and implementing customized financial plans that address the unique needs and goals of our clients.
Your key responsibilities will include:
- Conducting thorough analysis of client financial situations to identify areas for improvement
- Developing and implementing personalized financial plans that meet client objectives
- Communicating complex financial concepts to clients in a clear and concise manner
- Building and maintaining strong relationships with clients through exceptional customer service
To be successful in this role, you will need to have a strong background in financial planning and a passion for helping others achieve their financial goals. You will also need to have excellent communication and interpersonal skills, as well as the ability to work effectively in a fast-paced environment.
We offer a comprehensive compensation package, including a competitive salary and benefits, as well as ongoing training and development opportunities to help you succeed in your career.