Industry: Financial Planning Consultants,Financial Planners,Investment Advisory Service

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 as a Financial Planning Consultant!

Amanda Louise Evans, CFP – UBS Financial Services Inc. is seeking a talented and motivated Financial Planning Consultant to join our team. As a leading global financial firm, we offer unparalleled opportunities for growth and development in the financial services industry. Our team is dedicated to helping clients achieve their financial goals and secure their financial future through comprehensive financial planning and investment strategies.

Responsibilities:

• Conduct financial analysis and develop comprehensive financial plans for clients
• Provide strategic investment advice and guidance to clients based on their financial goals and risk tolerance
• Review and analyze clients’ financial portfolios to ensure they are aligned with their financial objectives
• Stay up-to-date on financial trends, market developments, and regulatory changes to provide clients with the most relevant information
• Cultivate strong relationships with clients to understand their financial needs and provide exceptional client service

Qualifications:

• CFP certification or working towards obtaining the certification
• Bachelor’s degree in Finance, Economics, or related field
• Prior experience in financial planning, investment advisory services, or related field
• 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 bonus structure
• Comprehensive benefits package including medical, dental, and vision coverage
• 401(k) retirement savings plan with company match
• Ongoing training and professional development opportunities
• Paid time off and holidays
• Opportunity for career advancement within the company

About Us:

Amanda Louise Evans, CFP – UBS Financial Services Inc. is a leading global financial firm with a strong commitment to providing exceptional financial services to our clients. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a collaborative and supportive work environment where employees can grow and succeed in their careers.

Apply Now:

If you are a talented and driven individual with a passion for financial planning and investment advisory services, we invite you to apply for the Financial Planning Consultant position at Amanda Louise Evans, CFP – UBS Financial Services Inc. Please submit your resume and cover letter on this page.

Join our team and take the next step in your career in the financial services industry with Amanda Louise Evans, CFP – UBS Financial Services Inc.