Industry: Financial Planning Consultants,Investment Advisory Service,Financial Planners
Employment Type: Full Time
Work Hours: 8
Salary: $20 To $30/An Hour
Location: United States
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Full Job Description
Vaughn Nelson Scarborough & McConnen Job Advertisement
Financial Planning Consultant Position
We are currently seeking a talented and motivated individual to join our team as a Financial Planning Consultant at Vaughn Nelson Scarborough & McConnen. This position offers a unique opportunity to work with a dynamic team of professionals in the financial services industry and make a valuable impact on our clients’ financial well-being.
Key Responsibilities:
- Provide financial planning services to clients based on their individual needs and goals
- Develop personalized financial plans that include analysis of current financial situation, recommendations for investment strategies, retirement planning, and risk management
- Monitor and review clients’ financial plans regularly to ensure they remain aligned with their financial goals and adjust as needed
- Educate clients on various financial products and services to help them make informed decisions about their finances
- Stay up-to-date on industry trends, regulations, and best practices in financial planning
Qualifications:
- Minimum of Bachelor’s degree in Finance, Economics, Business or related field
- Certified Financial Planner (CFP) designation preferred
- 2+ years of experience in financial planning or related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
Benefits:
- Competitive salary and bonus structure
- Health, dental, and vision insurance
- 401(k) retirement plan with employer match
- Paid time off and holidays
- Ongoing professional development and training opportunities
Investment Advisory Service Position
We are also looking for an experienced Investment Advisory Service professional to join our team at Vaughn Nelson Scarborough & McConnen. This role involves working closely with clients to provide investment advice tailored to their financial goals and risk tolerance.
Key Responsibilities:
- Conduct market research and analysis to identify investment opportunities and risks
- Develop investment strategies and portfolios based on clients’ needs and goals
- Monitor and evaluate clients’ investment portfolios regularly and make recommendations for adjustments as needed
- Provide clients with regular updates on their investments and performance reports
- Stay informed about market trends, economic indicators, and regulatory changes that may impact clients’ investments
Qualifications:
- Bachelor’s degree in Finance, Economics, Business or related field
- Series 7 and Series 63 licenses required
- 3+ years of experience in investment advisory or asset management
- Strong understanding of financial markets and investment products
- Excellent communication and customer service skills
- Ability to work in a fast-paced and dynamic environment
Benefits:
- Competitive salary and performance-based bonuses
- Health, dental, and vision insurance
- 401(k) retirement plan with employer match
- Paid time off and holidays
- Opportunities for career advancement and professional growth
Financial Planners Position
If you have a passion for finance and helping clients achieve their financial goals, consider applying for the Financial Planners position at Vaughn Nelson Scarborough & McConnen. This role offers a rewarding opportunity to work with a diverse client base and provide comprehensive financial planning services.
Key Responsibilities:
- Meet with clients to assess their financial situation, goals, and risk tolerance
- Create customized financial plans that address clients’ specific needs, such as retirement planning, investment strategies, education savings, and estate planning
- Implement and monitor clients’ financial plans, making adjustments as needed to meet changing circumstances
- Provide ongoing support and guidance to clients to help them achieve their financial objectives
- Stay informed about industry trends, regulations, and best practices in financial planning
Qualifications:
- Bachelor’s degree in Finance, Economics, Business or related field
- Certified Financial Planner (CFP) designation preferred
- 2+ years of experience in financial planning or related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and collaborate with a team
Benefits:
- Competitive salary and performance-based incentives
- Comprehensive benefits package including health, dental, and vision insurance
- 401(k) retirement plan with employer match
- Paid time off and holidays
- Continuing education and professional development opportunities
If you are passionate about finance and helping clients achieve their financial goals, we encourage you to apply for one of the positions available at Vaughn Nelson Scarborough & McConnen. To submit your application, please visit our Careers page.
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