Industry: Financial Planning Consultants,Financial Planners,Investment Advisory Service

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 Nena Brackett – UBS Financial Services Inc.

About Us

Nena Brackett – UBS Financial Services Inc. is a leading financial services firm with a strong reputation for providing personalized financial planning and investment advisory services to our clients. We are committed to helping individuals and families achieve their financial goals and secure their financial future.

We are Hiring: Financial Planning Consultants

Job Title: Financial Planning Consultant

As a Financial Planning Consultant at Nena Brackett – UBS Financial Services Inc., you will play a crucial role in working with clients to develop personalized financial plans based on their unique goals and circumstances. You will provide expert advice on investments, retirement planning, estate planning, tax strategies, and more. This is a great opportunity for individuals who are passionate about helping others achieve financial success.

Key Responsibilities:

– Conduct comprehensive financial reviews with clients to assess their current financial situation and goals.
– Develop customized financial plans that align with clients’ objectives and risk tolerance.
– Provide ongoing financial guidance and support to help clients stay on track towards their financial goals.
– Collaborate with other members of the team to ensure a seamless client experience.
– Stay up-to-date on industry trends and best practices to continually enhance your knowledge and skills.

Qualifications:

– Bachelor’s degree in Finance, Economics, or related field.
– Certified Financial Planner (CFP) designation preferred.
– Strong analytical skills and attention to detail.
– Excellent communication and interpersonal skills.
– Ability to work effectively in a fast-paced and dynamic environment.

We are Hiring: Financial Planners

Job Title: Financial Planner

As a Financial Planner at Nena Brackett – UBS Financial Services Inc., you will work directly with clients to create comprehensive financial plans that address their short-term and long-term financial goals. You will have the opportunity to offer personalized advice on investments, retirement planning, risk management, and more. This position is ideal for individuals who are dedicated to helping clients achieve financial security.

Key Responsibilities:

– Meet with clients to assess their financial needs and goals.
– Develop tailored financial plans that take into account clients’ risk tolerance and investment objectives.
– Monitor clients’ progress towards their financial goals and make adjustments as needed.
– Provide ongoing support and guidance to help clients navigate complex financial decisions.
– Collaborate with team members to deliver a holistic approach to financial planning.

Qualifications:

– Bachelor’s degree in Finance, Business, or related field.
– Certified Financial Planner (CFP) designation required.
– Minimum of 2 years of experience in financial planning or advisory services.
– Strong knowledge of investment products and strategies.
– Ability to build and maintain strong client relationships.

We are Hiring: Investment Advisory Service

Job Title: Investment Advisor

As an Investment Advisor at Nena Brackett – UBS Financial Services Inc., you will be responsible for providing expert investment advice and guidance to clients to help them achieve their financial objectives. You will have the opportunity to work with a diverse portfolio of clients and help them navigate the complexities of the financial markets. This role is perfect for individuals who have a passion for investments and a desire to help clients make informed decisions.

Key Responsibilities:

– Conduct thorough financial assessments with clients to understand their investment goals and risk tolerance.
– Develop personalized investment strategies that align with clients’ objectives and financial situation.
– Monitor market trends and developments to provide timely advice and recommendations to clients.
– Execute trades on behalf of clients in accordance with their investment goals and risk profile.
– Build and maintain strong relationships with clients to foster long-term partnerships.

Qualifications:

– Bachelor’s degree in Finance, Economics, or related field.
– Series 7 and Series 66 licenses required.
– Minimum of 3 years of experience in investment advisory services.
– Strong sales and negotiation skills.
– Excellent knowledge of financial markets and investment products.

How to Apply

If you are passionate about helping clients achieve their financial goals and are looking for a rewarding career in the financial services industry, we invite you to apply for our open positions at Nena Brackett – UBS Financial Services Inc. Please visit our careers page to submit your application and join our team of dedicated professionals. We look forward to welcoming you aboard!