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

Torres, Jose Marvin, AGT is Hiring Financial Planning Consultants

About Us

At Torres, Jose Marvin, AGT, we are committed to providing our clients with personalized financial planning and investment advisory services to help them achieve their financial goals. Our team of experienced professionals works closely with each client to develop customized financial strategies that meet their unique needs and aspirations.

Job Title: Financial Planning Consultant

Job Description

We are currently seeking a motivated and dynamic individual to join our team as a Financial Planning Consultant. In this role, you will work closely with clients to understand their financial goals, develop comprehensive financial plans, and provide ongoing guidance and support to help them achieve their objectives.

Responsibilities:

• Conduct in-depth financial analysis to assess clients’ current financial situation
• Develop personalized financial strategies to help clients achieve their short-term and long-term goals
• Provide ongoing financial guidance and support to clients to help them stay on track with their financial plans
• Stay up-to-date on industry trends and changes in regulations to ensure compliance with all financial laws and guidelines

Qualifications:

• Bachelor’s degree in Finance, Business, or related field
• Certification in Financial Planning or related field (e.g., CFP, CFA) preferred
• 2+ years of experience in financial planning, investment advisory, or related field
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits

At Torres, Jose Marvin, AGT, we offer competitive compensation packages and opportunities for career growth and development. Our team is dedicated to providing a supportive and collaborative work environment where employees can thrive and make a meaningful impact on our clients’ financial well-being.

How to Apply

If you are passionate about helping clients achieve their financial goals and are looking for a rewarding career in financial planning, we encourage you to apply for the Financial Planning Consultant position at Torres, Jose Marvin, AGT. Click on the Apply Now button to submit your application.

We look forward to welcoming you to our team!