Industry: Financial Planning Consultants,Investment Advisory Service

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join the Team at Song, Ting as a Financial Planning Consultant!

About Us

Song, Ting is a leading investment advisory firm that helps individuals and families achieve their financial goals through personalized financial planning and investment strategies. We are dedicated to providing our clients with the highest level of service and expertise to help them secure their financial future.

Job Description

We are currently seeking a skilled and enthusiastic Financial Planning Consultant to join our team. In this role, you will work closely with clients to develop comprehensive financial plans tailored to their specific needs and goals. You will provide expert advice on investment strategies, retirement planning, estate planning, tax optimization, and more. You will also monitor and evaluate clients’ financial progress, making adjustments as needed to ensure they stay on track to meet their financial objectives.

Responsibilities

• Conduct thorough financial analysis to understand clients’ current financial situation and goals
• Develop personalized financial plans that align with clients’ objectives
• Provide recommendations on investment opportunities and portfolio allocation
• Assist clients with retirement planning, education planning, estate planning, and tax optimization
• Monitor and review clients’ financial progress regularly
• Stay up-to-date on market trends and regulatory changes affecting clients’ financial plans
• Build and maintain strong relationships with clients to ensure their trust and satisfaction

Qualifications

• Bachelor’s degree in finance, economics, or a related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning and investment advisory
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in financial planning software and tools

Benefits

At Song, Ting, we offer a competitive salary and benefits package, including health insurance, retirement savings plans, paid time off, and professional development opportunities. You will have the opportunity to work in a collaborative and supportive environment, where your contributions are valued and recognized.

Apply Now

If you are passionate about helping clients achieve their financial goals and possess the qualifications and skills we are looking for, we encourage you to apply for the Financial Planning Consultant position at Song, Ting. Please submit your resume and a cover letter detailing your experience and interest in the role on this page.

Join us at Song, Ting and make a difference in the lives of our clients through expert financial planning and investment advisory services. Apply now and take the next step in your career!