Industry: Accounting Services,Financial Planning Consultants,Banks

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join U.S. Trust!

About Us

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
• Certified Financial Planner (CFP) designation preferred
• Strong communication and interpersonal skills
• 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.