Industry: Financial Planning Consultants,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 Anderson, Gentry as a Financial Planning Consultant/ Investment Advisory Service

About Us

Anderson, Gentry is a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the best advice and guidance to secure their financial futures.

Position Overview

We are currently seeking a motivated and experienced Financial Planning Consultant/ Investment Advisory Service to join our team. The ideal candidate will have a strong background in financial planning, investment advisory services, and a passion for helping clients make informed decisions about their financial future.

Key Responsibilities

• Assessing clients’ financial situations by analyzing their financial statements, income, expenses, and future goals.
• Identifying investment opportunities that align with clients’ risk tolerance and financial objectives.
• Developing personalized financial plans and investment strategies to help clients achieve their long-term financial goals.
• Monitoring and reviewing clients’ investment portfolios to ensure they remain aligned with their financial goals.
• Providing ongoing financial advice and guidance to clients to help them navigate changing market conditions.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Certified Financial Planner (CFP) designation or Chartered Financial Analyst (CFA) designation preferred.
• Minimum of 3-5 years of experience in financial planning, investment advisory services, or a related field.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.

Why Join Us?

• Opportunity to work with a talented and experienced team of financial professionals.
• Competitive salary and benefits package.
• Professional development opportunities and support for continuing education.
• Dynamic and collaborative work environment.
• Opportunity to make a real impact in clients’ lives by helping them achieve their financial goals.

How to Apply

If you are interested in joining Anderson, Gentry as a Financial Planning Consultant/ Investment Advisory Service, please apply on this page. We look forward to hearing from you and potentially welcoming you to our team!