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

Join Our Team at Ahmad, Hany H – Financial Planning Consultants

Ahmad, Hany H is a leading investment advisory service company that specializes in providing top-notch financial planning and investment solutions to clients. We are dedicated to helping individuals and businesses achieve their financial goals through customized strategies and professional advice.

Position: Financial Planning Consultant

We are currently seeking a motivated and experienced Financial Planning Consultant to join our team. The ideal candidate will have a strong background in finance, investment management, and customer service. You will work closely with clients to understand their financial needs and goals, develop personalized financial plans, and provide ongoing support and guidance.

Role and Responsibilities:

• Conduct in-depth financial analysis and create comprehensive financial plans for clients
• Recommend investment strategies and products based on clients’ risk tolerance, financial goals, and time horizon
• Monitor and evaluate clients’ financial progress and adjust plans as needed
• Build and maintain strong relationships with clients to ensure their satisfaction and loyalty
• Stay up-to-date on market trends, economic indicators, and industry regulations

Qualifications:

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

Benefits:

• Competitive salary and bonus structure
• Health insurance and retirement benefits
• Ongoing training and professional development opportunities
• Supportive and collaborative work environment

If you are passionate about helping others achieve their financial goals and have a strong background in financial planning, we want to hear from you! Please apply on this page to join our team at Ahmad, Hany H as a Financial Planning Consultant.