Industry: Financial Services,Financial Planning Consultants

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Newedge Financial Group: Financial Planning Consultant

Newedge Financial Group is a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. We are currently seeking a dynamic and experienced Financial Planning Consultant to join our team. If you are passionate about helping clients navigate the complexities of personal finance and are committed to providing top-notch financial guidance, we want to hear from you!

Position: Financial Planning Consultant

Responsibilities:

• Conduct comprehensive financial analysis for clients to assess their current financial situation and goals
• Develop personalized financial plans that align with clients’ objectives and risk tolerance
• Recommend appropriate strategies and investment options to help clients reach their financial goals
• Provide ongoing financial advice and guidance to clients to help them navigate life events and market fluctuations
• Stay up-to-date on industry trends and regulatory changes to ensure compliance and best practices

Qualifications:

• Minimum of 3 years of experience in financial planning or related field
• Certified Financial Planner (CFP) designation preferred
• Strong knowledge of investment products, retirement planning, tax strategies, and estate planning
• Excellent communication skills and ability to build strong client relationships
• Detail-oriented with strong analytical and problem-solving skills

Benefits:

• Competitive salary and bonus structure
• Comprehensive health and wellness benefits package
• 401(k) retirement savings plan with employer match
• Ongoing professional development and training opportunities
• Opportunity for career advancement within a growing company

If you are ready to take the next step in your financial planning career and make a positive impact on the lives of our clients, we invite you to apply for the Financial Planning Consultant position at Newedge Financial Group. Please submit your resume and cover letter through our online application portal on this page. We look forward to reviewing your qualifications and potentially welcoming you to our team!