Client Financial Consultant

Responsibilities: - Build and maintain strong relationships with clients to understand their financial goals and needs. - Analyze client financial situations and make recommendations for appropriate insurance, investment and banking products and services. - Educate clients on financial planning concepts and strategies. - Prepare and present financial plans, proposals and presentations. - Collaborate with other financial professionals to provide comprehensive solutions. - Comply with all regulatory and compliance requirements. Qualifications: - 2-5 years of experience in financial services, banking or a similar client-facing role. - Strong communication, interpersonal and presentation skills. - Proficient in financial planning software and Microsoft Office Suite. - Licensed or able to obtain licenses in insurance, securities and other relevant products. - Bachelor's degree in finance, business or a related field.

UnitedHealth Group is a diversified health and well-being company with a mission to help people live healthier lives and to help make the health system work better for everyone. We offer a broad spectrum of products and services through two distinct platforms: UnitedHealthcare, which provides health care coverage and benefits services; and Optum, which provides information and technology-enabled health services.