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Financial Services Consultant Position at A & E Financial Services LLC

  • Location: Texas
  • Type: Full Time
  • Posted: October 5, 2024

Industry: Financial Services

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

A & E Financial Services LLC Job Advertisement

Are you looking to grow your career in the financial services industry?

A & E Financial Services LLC is a leading financial services company that is dedicated to providing top-notch financial advice and services to our clients. We are currently seeking a highly motivated and experienced individual to join our team as a Financial Services Consultant.

Job Title: Financial Services Consultant

Job Responsibilities:

  • Provide financial advice and guidance to clients on investments, retirement planning, and wealth management
  • Analyze financial information to develop personalized financial plans for clients
  • Monitor and review clients’ financial goals and adjust plans as needed
  • Stay up to date on financial trends and regulations to ensure compliance with industry standards
  • Build and maintain relationships with clients to ensure satisfaction and retention
  • Collaborate with team members to provide comprehensive financial solutions

Job Requirements:

  • Bachelor’s degree in Finance, Business, or related field
  • 3+ years of experience in financial services industry
  • Certified Financial Planner (CFP) designation preferred
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Benefits:

  • Competitive salary and performance-based bonuses
  • Health, dental, and vision insurance
  • 401(k) retirement plan with company match
  • Paid time off and holidays
  • Professional development opportunities

About A & E Financial Services LLC:

At A & E Financial Services LLC, we are committed to helping our clients achieve their financial goals and secure their financial futures. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions that are tailored to each client’s unique needs.

If you are passionate about helping others achieve financial success and thrive in a fast-paced and dynamic work environment, we want to hear from you. Apply now to join our team of financial experts at A & E Financial Services LLC.

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