Industry: Financial Planning Consultants,Investment Advisory Service,Investments

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Our Team at Charles Vetters-Morgan Stanley

About Us

Charles Vetters-Morgan Stanley is a leading financial services firm dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, we provide a wide range of services, including financial planning, investment advisory, and investment management.

We are currently seeking passionate and dedicated individuals to join our team as Financial Planning Consultants.

Job Responsibilities

• Develop comprehensive financial plans for clients based on their goals and risk tolerance
• Provide personalized investment advisory services to help clients grow their wealth
• Monitor and review client portfolios to ensure they remain aligned with their financial objectives
• Stay up-to-date on market trends and investment opportunities to provide clients with the best possible advice
• Build and maintain strong relationships with clients to understand their needs and preferences

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 or investment advisory
• Strong analytical skills and attention to detail
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team

Benefits

• Competitive salary and bonus structure
• Comprehensive benefits package, including health insurance and retirement plans
• Ongoing training and professional development opportunities
• Opportunity for career advancement within the company

If you are passionate about helping clients achieve their financial goals and have the qualifications and experience to excel in this role, we encourage you to apply on this page. Join us at Charles Vetters-Morgan Stanley and be part of a team dedicated to excellence in financial services.