Industry: Financial Planning Consultants,Investment Management,Financial Planners

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join our Team at Heath Austin Wealth Management Group!

Financial Planner Position Available

Heath Austin Wealth Management Group is currently seeking a motivated and experienced Financial Planner to join our team. As a leading wealth management firm, we specialize in providing personalized financial planning and investment management services to high-net-worth individuals and families.

Job Responsibilities:

• Develop comprehensive financial plans for clients based on their goals, risk tolerance, and financial situation
• Implement investment strategies to help clients achieve their long-term financial objectives
• Monitor and review client portfolios regularly to ensure they remain aligned with their financial goals
• Provide ongoing financial guidance and support to clients, including retirement planning, estate planning, and tax strategies
• Stay current on market trends, investment products, and financial planning strategies

Qualifications:

• Minimum of 5 years of experience in financial planning or investment management
• Certified Financial Planner (CFP) designation preferred
• Strong analytical and problem-solving skills
• Excellent communication and presentation skills
• Ability to work independently and as part of a team

Benefits:

• Competitive salary and bonus structure
• Comprehensive benefits package, including health insurance and retirement savings plan
• Professional development opportunities, including continuing education and certification programs
• Collaborative and supportive work environment
• Opportunity for advancement within the firm

If you are a dedicated and experienced Financial Planner looking to take the next step in your career, we want to hear from you! Apply today on our Careers page to join our dynamic team at Heath Austin Wealth Management Group.

Investment Management Associate Position Available

Are you passionate about investment management and looking to join a top wealth management firm? Heath Austin Wealth Management Group is searching for a talented Investment Management Associate to work closely with our team of financial experts.

Job Responsibilities:

• Assist in the development of investment strategies for clients based on their financial objectives and risk tolerance
• Conduct research on investment products and securities to support portfolio management decisions
• Monitor and analyze market trends to identify opportunities for client portfolios
• Provide support in client meetings and presentations
• Collaborate with Financial Planners to deliver comprehensive financial solutions to clients

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field
• 1-3 years of experience in investment management or financial services
• Strong understanding of financial markets and investment products
• Detail-oriented with strong analytical skills
• Excellent communication and interpersonal skills

Benefits:

• Competitive salary and performance-based bonuses
• Health insurance and retirement savings plan
• Support for professional development and growth opportunities
• Dynamic and collaborative work environment
• Potential for career advancement within the firm

If you are an ambitious and dedicated professional with a passion for investment management, we want to hear from you! Apply now for the Investment Management Associate position at Heath Austin Wealth Management Group.

Financial Planning Consultant Position Available

Heath Austin Wealth Management Group is expanding its team and looking for a skilled Financial Planning Consultant to join our growing firm. With a focus on providing holistic financial planning solutions, we are dedicated to helping our clients achieve their financial goals.

Job Responsibilities:

• Work closely with clients to develop personalized financial plans based on their unique needs and objectives
• Provide guidance on investment strategies, retirement planning, estate planning, and tax optimization
• Conduct regular reviews of client portfolios and make recommendations for adjustments as needed
• Assist clients in navigating complex financial situations and making informed decisions
• Collaborate with team members to deliver comprehensive financial solutions to clients

Qualifications:

• Master’s degree in Finance, Economics, or related field
• 3-5 years of experience in financial planning or wealth management
• Certified Financial Planner (CFP) designation required
• Strong knowledge of financial planning principles and investment strategies
• Exceptional communication and interpersonal skills

Benefits:

• Competitive salary and performance incentives
• Comprehensive benefits package, including health insurance and retirement savings plan
• Opportunities for professional development and continuing education
• Collaborative and supportive work environment
• Potential for career growth and advancement within the firm

If you are a talented Financial Planning Consultant looking to make a difference in the lives of clients, we want to hear from you! Apply today on our Careers page to join the team at Heath Austin Wealth Management Group.