Industry: Financial Planning Consultants,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

Raya Kulkarni – TIAA Wealth Management Advisor

Financial Planning Consultants/Financial Planners Wanted!

Raya Kulkarni – TIAA Wealth Management Advisor is looking for talented and passionate Financial Planning Consultants/Financial Planners to join our team. If you have a strong background in finance and a desire to help clients achieve their financial goals, we want to hear from you!

Why Work With Us?

• Opportunity to work with a reputable and established wealth management firm
• Competitive compensation package including salary, bonuses, and benefits
• Professional development and training opportunities to help you grow in your career
• Work-life balance with flexible hours and the option to work remotely
• Supportive and collaborative team environment

Key Responsibilities:

• Developing comprehensive financial plans for clients based on their goals and objectives
• Assessing clients’ current financial situation and recommending appropriate strategies
• Implementing investment strategies and monitoring portfolio performance
• Providing ongoing financial advice and guidance to clients
• Building and maintaining client relationships through exceptional service

Qualifications:

• Bachelor’s degree in Finance, Business, or related field
• Certification as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) preferred
• Minimum of 2 years’ experience in financial planning or wealth management
• Strong understanding of financial products and markets
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

How to Apply:

If you are interested in joining our team as a Financial Planning Consultant/Financial Planner, please apply on this page. We look forward to reviewing your application and potentially welcoming you to our team at Raya Kulkarni – TIAA Wealth Management Advisor.