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

Bishop, Brad Company: Financial Planning Consultant

About Us

Bishop, Brad is a reputable financial advisory firm that has been providing personalized investment solutions to clients for over 20 years. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through strategic planning and sound advice.

Job Title: Financial Planning Consultant

Job Description

We are currently seeking a Financial Planning Consultant to join our team. The ideal candidate will have a strong background in finance and a passion for helping clients make informed decisions about their investments. As a Financial Planning Consultant, you will work closely with clients to assess their financial situation, develop personalized investment strategies, and provide ongoing support and guidance.

Key Responsibilities

• Conduct comprehensive financial assessments for clients
• Develop customized investment plans based on clients’ goals and risk tolerance
• Provide ongoing monitoring and adjustments to investment portfolios
• Stay current on market trends and investment strategies
• Build and maintain strong client relationships
• Assist clients with retirement planning, estate planning, and other financial goals

Qualifications

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

Benefits

• Competitive salary
• Health, dental, and vision insurance
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Professional development opportunities

How to Apply

If you are passionate about helping clients achieve their financial goals and have the qualifications listed above, please apply on this page. We look forward to reviewing your application and potentially welcoming you to the Bishop, Brad team!