Industry: Financial Planning Consultants

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

To apply to this job please click the button

Full Job Description

Job Advertisement: Financial Planning Consultant at Windham Capital Advisory Service

About Windham Capital Advisory Service

Windham Capital Advisory Service is a leading financial advisory firm that provides personalized wealth management and investment strategies to high-net-worth individuals, families, and institutions. With a team of experienced professionals and a commitment to excellence, we are dedicated to helping our clients achieve their financial goals and secure their financial future.

Position: Financial Planning Consultant

We are currently seeking a dedicated and dynamic Financial Planning Consultant to join our team at Windham Capital Advisory Service. The ideal candidate will have a strong background in financial planning, a passion for helping clients achieve their financial goals, and a commitment to delivering exceptional service.

Key Responsibilities:

• Conduct comprehensive financial analyses for clients to assess their current financial situation and develop tailored financial plans.
• Provide strategic advice on investment opportunities, risk management, retirement planning, tax planning, and estate planning.
• Collaborate with clients to set clear financial goals and develop strategies to achieve them.
• Monitor and review clients’ financial plans regularly to ensure they remain on track to meet their objectives.
• Stay current on industry trends, regulations, and best practices to provide clients with the most up-to-date advice.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or related field.
• Certified Financial Planner (CFP) designation preferred.
• Minimum of 3 years of experience in financial planning or wealth management.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.

Benefits:

• Competitive salary commensurate with experience.
• Comprehensive benefits package including health insurance, retirement savings plan, and paid time off.
• Opportunities for professional development and advancement within the company.
• A supportive and collaborative work environment.

How to Apply:

If you are passionate about financial planning and are committed to helping clients achieve their financial goals, we invite you to apply for the Financial Planning Consultant position at Windham Capital Advisory Service. Please submit your resume and cover letter on this page.

Windham Capital Advisory Service is an equal opportunity employer and welcomes all qualified candidates to apply.