Industry: Financial Planning Consultants

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Job Advertisement: Financial Planning Consultant at Texas First Investment Management Co LP

About Texas First Investment Management Co LP

With over 20 years of experience in the financial services industry, Texas First Investment Management Co LP is a leading investment management firm that is committed to providing exceptional financial solutions to our clients. We pride ourselves on our dedication to helping individuals and businesses achieve their financial goals through personalized financial planning strategies.

About the Role

We are currently seeking a motivated and experienced Financial Planning Consultant to join our dynamic team. In this role, you will be responsible for providing comprehensive financial planning services to our clients, helping them navigate their financial journey and achieve their long-term financial goals. You will work closely with clients to understand their financial needs, develop customized financial plans, and provide ongoing support and guidance to help them stay on track.

Key Responsibilities

• Conduct in-depth financial analysis to assess clients’ current financial situation and goals
• Develop personalized financial plans that align with clients’ objectives and risk tolerance
• Provide expert advice on investment strategies, retirement planning, tax planning, estate planning, and other financial matters
• Monitor and review clients’ financial plans regularly to ensure they remain on track to meet their goals
• Stay informed about the latest financial trends, regulations, and products to better serve clients

Qualifications

• Minimum of 5 years of experience in financial planning or investment management
• Certified Financial Planner (CFP) designation preferred
• Strong knowledge of financial planning strategies, investment products, and tax regulations
• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Detail-oriented with strong analytical skills

Why Join Us

At Texas First Investment Management Co LP, we value our employees and provide a supportive and collaborative work environment where you can thrive and grow professionally. As a Financial Planning Consultant, you will have the opportunity to make a meaningful impact on clients’ lives and play a key role in helping them achieve their financial goals. In addition, we offer competitive compensation and benefits packages.

How to Apply

If you are passionate about financial planning and are looking for a rewarding career opportunity, we invite you to apply for the Financial Planning Consultant position at Texas First Investment Management Co LP. To submit your application, please visit our careers page and upload your resume and cover letter. We look forward to reviewing your application and potentially welcoming you to our team!