Industry: Financial Planning Consultants,Financial Services,Investment Securities

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Sanders Morris Harris as a Financial Planning Consultant!

Sanders Morris Harris, a leading financial services firm, is currently seeking talented individuals to join our team as Financial Planning Consultants. With decades of experience in investment securities and financial services, our firm prides itself on providing top-notch service and expertise to our clients.

Job Responsibilities:

• Provide personalized financial planning advice to clients based on their individual goals and objectives
• Develop comprehensive financial plans that encompass investments, retirement planning, estate planning, and risk management
• Stay current on industry trends and market developments to provide informed recommendations to clients
• Collaborate with other team members to deliver exceptional service and support to clients
• Build and maintain strong relationships with clients to foster long-term partnerships

Qualifications:

• A Bachelor’s degree in Finance, Business, or a related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning or related field
• Strong knowledge of investment securities, retirement planning, and tax strategies
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Why Join Sanders Morris Harris?

At Sanders Morris Harris, we offer a dynamic and supportive work environment where employees are encouraged to excel and grow in their careers. As a Financial Planning Consultant, you will have the opportunity to work with a diverse client base and make a meaningful impact on their financial well-being.

In addition to competitive compensation and benefits, we provide ongoing training and development opportunities to help you enhance your skills and knowledge in the financial services industry. Our firm values diversity and inclusion, and we are committed to creating a welcoming and inclusive workplace for all employees.

Apply Now!

If you are a motivated and dedicated professional with a passion for financial planning, we invite you to apply to join our team at Sanders Morris Harris. Please submit your application on this page to be considered for this exciting opportunity.

Join us and take your career to the next level with Sanders Morris Harris!