Industry: Financial Planning Consultants,Investment Management,Financial Planners

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

To apply to this job please click the button

Full Job Description

Capital Development Group Job Advertisement

Join Our Team as a Financial Planning Consultant!

Are you passionate about helping individuals and families achieve their financial goals? Do you have a strong background in financial planning and investment management? If so, we have an exciting opportunity for you to join Capital Development Group as a Financial Planning Consultant.

About Us:

• Capital Development Group is a leading financial planning firm that specializes in helping clients build and preserve their wealth.
• We have a team of experienced financial planners and investment managers who are dedicated to providing personalized advice and solutions to our clients.
• At Capital Development Group, we believe in building long-term relationships with our clients based on trust, integrity, and professionalism.

Job Responsibilities:

• Conduct comprehensive financial planning assessments for clients to identify their goals, needs, and risk tolerance.
• Develop customized financial plans that align with clients’ objectives and provide recommendations on investments, retirement planning, estate planning, and risk management.
• Monitor and review clients’ portfolios regularly to ensure they remain on track to meet their financial goals.
• Stay up-to-date on industry trends and market developments to provide informed advice to clients.

Qualifications:

• Minimum of 3 years of experience in financial planning, investment management, or related field.
• Certified Financial Planner (CFP) designation preferred.
• Strong knowledge of investment products, financial markets, and financial planning principles.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.

Benefits:

• Competitive salary and bonus structure.
• 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 interested in joining our team as a Financial Planning Consultant, please apply on this page. We look forward to reviewing your application and potentially welcoming you to Capital Development Group!