Industry: Financial Planning Consultants,Investment Advisory Service,Insurance

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Job Advertisement: Financial Planning Consultant at Brucato, John Paul, AGT

About Us:

Brucato, John Paul, AGT is a leading financial services firm that offers comprehensive solutions to help individuals and families achieve their financial goals. With a dedicated team of experienced professionals, we provide personalized advice and support to our clients to help them make informed decisions about their finances.

Position: Financial Planning Consultant

Job Description:

As a Financial Planning Consultant at Brucato, John Paul, AGT, you will be responsible for providing expert financial planning advice to our clients. You will work closely with individuals and families to assess their financial situation, develop customized financial plans, and help them achieve their short-term and long-term goals.

Key Responsibilities:

• Conduct thorough financial assessments for clients to understand their financial goals and objectives
• Create customized financial plans that align with clients’ goals and objectives
• Recommend appropriate investment strategies and products based on clients’ risk tolerance and investment goals
• Monitor clients’ financial progress and make adjustments to their plans as needed
• Provide ongoing financial education and support to clients to help them make informed decisions about their finances

Qualifications:

• Bachelor’s degree in Finance, Business, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years experience in financial planning or related field
• Strong knowledge of investment products and strategies
• Excellent communication and interpersonal skills

Benefits:

At Brucato, John Paul, AGT, we offer a competitive salary and benefits package, including health insurance, retirement plans, and professional development opportunities. We also provide a supportive work environment where you can grow your skills and advance your career in the financial services industry.

How to Apply:

If you are passionate about helping others achieve their financial goals and have the qualifications and experience to excel in this role, we encourage you to apply on this page. Join our team at Brucato, John Paul, AGT and make a positive impact on the lives of our clients.