Industry: Financial Planning Consultants,Investment Advisory Service,Financing 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

Doliver Capital Advisors – Financial Planning Consultant

Are you looking for a rewarding career in the financial services industry? Do you have a passion for helping individuals and families achieve their financial goals? Doliver Capital Advisors is seeking a Financial Planning Consultant to join our team of experienced professionals. This is an exciting opportunity to work with a well-established firm that values integrity, excellence, and client satisfaction.

About Doliver Capital Advisors

Doliver Capital Advisors is a leading investment advisory firm that provides personalized financial planning and investment management services to high net worth individuals, families, and businesses. With over 20 years of experience in the industry, we have built a strong reputation for delivering superior financial advice and guidance to our clients. Our team of financial experts is dedicated to helping our clients achieve their financial objectives and secure their financial future.

Job Responsibilities

• Conduct comprehensive financial assessments for clients to understand their financial goals, objectives, and risk tolerance.
• Develop personalized financial plans that align with clients’ goals and aspirations.
• Provide ongoing financial advice and guidance to help clients navigate changing market conditions and life events.
• Monitor and review clients’ investment portfolios to ensure they remain aligned with their financial goals.
• Collaborate with other members of the Doliver Capital Advisors team to deliver a holistic approach to financial planning.
• Stay informed about market trends, economic developments, and changes in financial regulations to better serve clients.

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 investment advisory services.
• Strong knowledge of financial products, investment strategies, and retirement planning.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.

Benefits

At Doliver Capital Advisors, we value our employees and offer a competitive compensation package that includes a base salary, performance-based bonuses, and opportunities for professional development and advancement. In addition, we provide a comprehensive benefits package that includes medical, dental, vision, and retirement plans. Our team-oriented culture fosters collaboration, innovation, and growth, making Doliver Capital Advisors an ideal place to build a successful career in the financial services industry.

How to Apply

If you are interested in joining Doliver Capital Advisors as a Financial Planning Consultant, please apply on this page. We look forward to reviewing your application and discussing how your skills and experience can contribute to our team. Thank you for considering Doliver Capital Advisors as your next career move.