Industry: Banks

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Ethos Wealth Planning!

About Us

Ethos Wealth Planning is a leading financial institution with a strong focus on providing personalized wealth management solutions to our clients. We are committed to guiding our clients towards financial success and helping them achieve their long-term goals. Our team of experienced professionals is dedicated to delivering top-notch service and expertise to ensure our clients’ financial well-being.

Wealth Planning Consultant

We are currently seeking a motivated and dynamic individual to join our team as a Wealth Planning Consultant. As a Wealth Planning Consultant at Ethos Wealth Planning, you will have the opportunity to work closely with clients to understand their financial needs and goals, and develop customized wealth management plans to help them achieve success. This role is ideal for someone who is passionate about financial planning and thrives in a client-facing environment.

Responsibilities:

• Conduct in-depth financial assessments for clients to determine their financial situation and goals
• Develop comprehensive wealth management plans tailored to each client’s unique needs
• Provide ongoing financial advice and guidance to clients to help them achieve their financial objectives
• Monitor and review client portfolios regularly to ensure they remain aligned with their goals
• Cultivate and maintain strong relationships with clients to ensure their satisfaction and retention
• Stay up-to-date on industry trends and best practices to provide clients with the most relevant and accurate advice

Requirements:

• Bachelor’s degree in Finance, Economics, Business, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in wealth management or financial planning
• Strong understanding of investment products and financial markets
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Detail-oriented with strong analytical skills

Benefits:

• Competitive salary and bonus structure
• Comprehensive benefits package including health, dental, and vision insurance
• 401(k) retirement savings plan with employer match
• Paid time off and holidays
• Professional development opportunities and ongoing training
• Opportunity for career growth and advancement within the company

How to Apply

If you are interested in joining Ethos Wealth Planning as a Wealth Planning Consultant, please submit your resume and cover letter on this page. We look forward to welcoming a talented and dedicated individual to our team!