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

Martin, Cray Financial Planning Consultants

About Us:

Martin, Cray is a well-established financial services company that has been serving clients for over 20 years. We specialize in providing comprehensive financial planning and investment advisory services to individuals and businesses to help them achieve their financial goals and secure their financial future.

Job Title: Financial Planning Consultant

Job Description:

As a Financial Planning Consultant at Martin, Cray, you will be responsible for providing personalized financial planning advice to clients based on their individual goals, risk tolerance, and financial situation. You will work closely with clients to develop a customized financial plan that includes investment strategies, retirement planning, estate planning, insurance analysis, and tax planning.

Key Responsibilities:

• Conduct comprehensive financial analyses to assess clients’ current financial status and develop recommendations
• Provide ongoing financial education and guidance to clients on investment products and strategies
• Create and maintain financial plans for clients, regularly reviewing and adjusting them as needed
• Collaborate with other team members, including investment advisors and financial analysts, to deliver holistic financial solutions to clients
• Stay up-to-date on industry trends, regulations, and best practices to ensure the highest level of service to clients

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or related field
• CFP (Certified Financial Planner) certification preferred
• Minimum of 3 years of experience in financial planning or related field
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills

Benefits:

• Competitive salary based on experience and qualifications
• Health insurance coverage
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Professional development opportunities

About Martin, Cray Investment Advisory Service:

At Martin, Cray, we believe in a personalized approach to investment advisory services. Our team of experienced investment advisors works closely with clients to develop customized investment strategies that align with their financial goals, risk tolerance, and time horizon.

Job Title: Investment Advisor

Job Description:

As an Investment Advisor at Martin, Cray, you will be responsible for managing client investment portfolios, conducting research and analysis on investment opportunities, and providing ongoing investment guidance and advice. You will work with clients to develop investment strategies that meet their financial objectives and help them build wealth over time.

Key Responsibilities:

• Assess clients’ investment goals, risk tolerance, and time horizon to develop personalized investment plans
• Monitor and analyze market trends, economic indicators, and investment performance to make informed investment decisions
• Build and maintain client relationships through regular communication and portfolio reviews
• Execute trades and rebalance portfolios to ensure alignment with clients’ investment strategies
• Stay informed on industry developments and regulatory changes to provide the best possible service to clients

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or related field
• CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification preferred
• Minimum of 5 years of experience in investment advisory or related field
• Proven track record of managing investment portfolios and achieving strong investment returns
• Excellent communication and relationship-building skills

Benefits:

• Competitive salary and performance-based bonuses
• Health insurance coverage
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Professional development opportunities

Investments at Martin, Cray:

Martin, Cray offers a range of investment products and services, including stocks, bonds, mutual funds, ETFs, and alternative investments. Our team of experienced investment professionals leverages their expertise and market insights to help clients navigate the complexities of the investment landscape and make informed investment decisions.

How to Apply:

If you are passionate about helping clients achieve their financial goals and interested in joining the Martin, Cray team as a Financial Planning Consultant or Investment Advisor, please apply on this page.

Join us at Martin, Cray and be part of a dynamic team that is committed to providing exceptional financial planning and investment advisory services to clients.