Industry: Financial Planning Consultants,Financial Services,Financial Planners

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

To apply to this job please click the button

Full Job Description

Join Amerisource Funding Inc as a Financial Planner

About the Company

Amerisource Funding Inc is a leading, national provider of working capital, receivable management, and back-office solutions to small and medium-sized businesses across the United States. We are committed to helping businesses grow and thrive by providing customized financial services to meet their unique needs.

We are Hiring – Financial Planner

Amerisource Funding Inc is seeking a highly motivated and experienced Financial Planner to join our team. As a Financial Planner at Amerisource Funding Inc, you will have the opportunity to work with a diverse client base, providing comprehensive financial planning services to help clients achieve their financial goals.

Job Responsibilities

• Conduct in-depth financial analysis for clients to assess their current financial situation.
• Develop customized financial plans based on clients’ goals and objectives.
• Provide investment advice and recommendations to help clients build and manage their wealth.
• Monitor and review clients’ financial plans regularly to ensure they are on track to meet their goals.
• Educate clients on financial planning strategies and best practices.
• Stay up to date on industry trends and regulations to provide clients with the most current information.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• Certified Financial Planner (CFP) designation preferred.
• Minimum of 3 years of experience in financial planning or related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.

Why Work at Amerisource Funding Inc?

At Amerisource Funding Inc, we value diversity, collaboration, and professional development. As a member of our team, you will have the opportunity to work with a dynamic group of professionals who are dedicated to helping businesses succeed. We offer competitive salaries, comprehensive benefits, and ongoing training and development opportunities to support your career growth.

How to Apply

If you are passionate about financial planning and are looking for a rewarding career opportunity, we invite you to apply for the Financial Planner position at Amerisource Funding Inc. Please submit your resume and cover letter on this page.

Join Amerisource Funding Inc and be part of a team that is committed to making a difference in the lives of our clients. Apply today!