Industry: Financial Planning Consultants,Investments

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Our Team at Mt Pisgah Investments!

About Us:

Mt Pisgah Investments is a leading financial services firm specializing in financial planning and investments. We are dedicated to helping our clients achieve their long-term financial goals through personalized strategies and expert advice. Our team of experienced professionals is committed to providing the highest level of service and support to our clients.

We are Hiring Financial Planning Consultants:

Job Title: Financial Planning Consultant

Location: Atlanta, Georgia

Job Type: Full-Time

Job Description:

As a Financial Planning Consultant at Mt Pisgah Investments, you will work closely with clients to develop comprehensive financial plans tailored to their individual needs and goals. You will provide expert advice on investments, retirement planning, estate planning, tax strategies, and more. This role requires a deep understanding of financial markets and products, as well as excellent communication and interpersonal skills.

Responsibilities:

• Evaluate clients’ financial status, goals, and risk tolerance
• Develop customized financial plans to help clients achieve their objectives
• Provide ongoing support and guidance to clients on investment decisions
• Monitor and evaluate clients’ financial progress and adjust plans as needed
• Stay informed about changes in financial regulations and market trends

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning or investments
• Strong analytical skills and attention to detail
• Excellent interpersonal and communication skills

Benefits:

• Competitive salary
• Health insurance
• 401(k) retirement plan
• Paid time off
• Ongoing training and development opportunities

How to Apply:

If you are a motivated and experienced financial professional looking to join a dynamic team in the financial services industry, we encourage you to apply on this page. Mt Pisgah Investments is an equal opportunity employer and welcomes candidates from diverse backgrounds to apply. We look forward to hearing from you!