Financial Consultant
Salary undisclosed
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Company Description
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success, and financial security. The company provides personalized, tech-enabled solutions through insurance, financial services, and HR platforms. OneDigital is nationally recognized for its culture of caring and has offices in major markets across the nation.
Role Description
This is a full-time on-site role for a Financial Consultant located in Franklin, TN. The Financial Consultant will be responsible for financial planning, underwriting, client-facing meetings as needed, analytical skills, and financial reporting on a day-to-day basis.
Qualifications
- Financial Planning, and Finance skills
- Analytical Skills for data analysis and interpretation
- Experience in underwriting a plus
- Strong attention to detail and problem-solving abilities
- Excellent interpersonal and communication skills
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Experience with Excel a must
- Experience with Power BI, Tableau a plus