U.S. Trust is a leading financial services company dedicated to helping clients achieve their financial goals and secure their financial futures. As a trusted advisor, we provide personalized and comprehensive financial solutions to individuals, families, and businesses across the United States.
We Are Hiring: Financial Planning Consultants
Are you a skilled financial planning consultant looking to join a reputable and dynamic team? U.S. Trust is currently seeking experienced professionals to join our team of experts. As a Financial Planning Consultant at U.S. Trust, you will have the opportunity to work with high-net-worth clients, providing them with tailored financial plans and strategies to help them achieve their goals.
Responsibilities:
Develop and implement comprehensive financial plans based on clients’ individual needs and goals
Provide ongoing financial advice and guidance to clients, monitoring their progress and adjusting plans as needed
Collaborate with other members of the team, including investment advisors and wealth strategists, to ensure holistic financial planning solutions
Stay abreast of industry trends and best practices to continuously enhance knowledge and skills
Qualifications:
Minimum of 5 years of experience in financial planning or related field
Ability to work effectively in a fast-paced environment
Demonstrated track record of providing exceptional client service
Benefits:
Competitive salary and bonus structure
Comprehensive benefits package including health, dental, and vision insurance
401(k) retirement savings plan with company match
Paid time off and holidays
Opportunities for career advancement and professional development
How to Apply
If you are interested in joining the U.S. Trust team as a Financial Planning Consultant, please apply on this page. We look forward to reviewing your application and considering you for this exciting opportunity to make a difference in the lives of our clients.