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

Join ACG Wealth as a Financial Planning Consultant

About ACG Wealth

ACG Wealth is a leading financial services firm that specializes in providing personalized wealth management solutions to high-net-worth individuals, families, and businesses. With a strong commitment to excellence and a client-centric approach, ACG Wealth has established a reputation for delivering innovative and tailored financial strategies that help clients achieve their financial goals.

Job Title: Financial Planning Consultant

Job Description

As a Financial Planning Consultant at ACG Wealth, you will play a crucial role in helping clients navigate the complexities of financial planning and investment management. You will work closely with clients to understand their unique financial needs and goals, develop customized financial plans, and provide ongoing guidance and support to help them achieve financial success.

Key Responsibilities

• Conduct comprehensive financial planning assessments for clients
• Develop customized financial plans tailored to clients’ individual goals and risk tolerance
• Provide guidance on investment strategies, retirement planning, tax optimization, and estate planning
• Monitor and review clients’ financial plans regularly to ensure alignment with their financial goals
• Establish and maintain strong client relationships based on trust, integrity, and professionalism

Qualifications

• Bachelor’s degree in finance, business, economics, or a related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3-5 years of experience in financial planning or wealth management
• Strong knowledge of financial planning principles, investment products, and tax strategies
• Excellent analytical, communication, and interpersonal skills
• Ability to work independently and as part of a collaborative team

Benefits

• Competitive salary and bonus structure
• Comprehensive health, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off and holidays
• Professional development and training opportunities
• A supportive and inclusive work environment

How to Apply

If you are passionate about helping clients achieve their financial goals and possess the qualifications and experience required for this role, we invite you to apply on this page. Join ACG Wealth and be part of a dynamic team dedicated to providing exceptional financial planning services to our clients.