Industry: Financial Planning Consultants,Investment Advisory Service,Investments

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

We Are Hiring: Financial Planning Consultant

Texan Wealth Advisors is a premier financial services firm located in Houston, Texas. We are currently seeking a motivated and experienced Financial Planning Consultant to join our team. This is an exciting opportunity for someone who is passionate about helping clients achieve their financial goals and build long-term wealth.

Job Responsibilities:

• Develop comprehensive financial plans for clients based on their individual goals and objectives
• Provide investment recommendations and ongoing portfolio management services
• Conduct regular reviews with clients to monitor progress towards financial goals
• Stay informed about market trends, investment products, and regulatory changes
• Work with clients to develop strategies for retirement planning, tax optimization, estate planning, and risk management

Qualifications:

• Minimum of 3-5 years of experience in financial planning or investment advisory
• Certified Financial Planner (CFP) designation preferred
• Strong knowledge of investment products, financial markets, and tax laws
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits:

At Texan Wealth Advisors, we believe in offering our employees competitive compensation packages and opportunities for professional growth. In addition to a competitive salary, we offer the following benefits:

• Health insurance
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Ongoing training and development opportunities

About Texan Wealth Advisors:

Texan Wealth Advisors is a trusted partner to individuals, families, and businesses seeking comprehensive wealth management services. We are dedicated to helping our clients achieve financial independence and peace of mind through personalized financial planning and investment solutions. Our team of experienced professionals is committed to providing exceptional service and guidance to our clients.

How to Apply:

If you are interested in joining the Texan Wealth Advisors team as a Financial Planning Consultant, please apply on this page. We look forward to reviewing your application and potentially welcoming you to our team!