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 Laura Owen-Morgan Stanley!

Financial Planning Consultant

Are you passionate about helping individuals and families achieve their financial goals? Do you have a strong background in financial planning and a desire to work with a reputable company in the investment industry? If so, Laura Owen-Morgan Stanley is looking for talented individuals like you to join our team as a Financial Planning Consultant.

Job Responsibilities:

• Conduct comprehensive financial assessments for clients to determine their short- and long-term financial goals.
• Create personalized financial plans that align with clients’ objectives and risk tolerance.
• Provide ongoing financial advice and guidance to clients on investment strategies, retirement planning, and wealth management.
• Monitor clients’ financial portfolios and make recommendations for adjustments as needed.
• Stay current on market trends, investment products, and regulatory changes in the financial industry.

Qualifications:

• Bachelor’s degree in finance, economics, or related field.
• Certified Financial Planner (CFP) designation highly preferred.
• Minimum of 3-5 years of experience in financial planning or wealth management.
• Strong knowledge of investment products, retirement planning, and tax strategies.
• Excellent communication and interpersonal skills.

Investment Advisory Service

Do you have a talent for analyzing market trends and helping clients make informed investment decisions? Are you looking for a stimulating and rewarding career in the financial industry? Laura Owen-Morgan Stanley is seeking experienced professionals to join our team as Investment Advisory Service experts.

Job Responsibilities:

• Conduct in-depth investment research and analysis to identify potential investment opportunities.
• Develop investment strategies based on clients’ financial goals, risk tolerance, and time horizon.
• Monitor market performance and make recommendations for adjusting clients’ investment portfolios.
• Provide clients with regular updates on their investment performance and market trends.
• Collaborate with other team members to deliver exceptional client service and support.

Qualifications:

• Bachelor’s degree in finance, economics, or related field.
• Series 7 and Series 66 licenses required.
• Minimum of 3-5 years of experience in investment advisory services.
• Strong analytical skills and ability to interpret complex financial data.
• Excellent presentation and communication skills.

Investments

Are you passionate about the world of investments and eager to help clients build and grow their portfolios? Do you thrive in a fast-paced environment where you can put your financial expertise to good use? Join us at Laura Owen-Morgan Stanley as we expand our team of investment professionals.

Job Responsibilities:

• Research and analyze investment opportunities to recommend to clients.
• Develop and implement investment strategies tailored to clients’ financial goals.
• Monitor investment performance and make adjustments as necessary to maximize returns.
• Provide clients with regular updates on market trends and opportunities.
• Collaborate with team members to deliver top-notch client service and support.

Qualifications:

• Bachelor’s degree in finance, economics, or related field.
• Series 7 and Series 63 licenses required.
• Minimum of 3-5 years of experience in investment management.
• Strong understanding of investment products, financial markets, and economic indicators.
• Ability to work effectively in a team environment and build strong client relationships.

If you are ready to take the next step in your career and work for a respected company in the financial industry, Laura Owen-Morgan Stanley is the place for you. Apply now on this page to join our team of dedicated professionals and help our clients achieve financial success.