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

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join the Cap Street Group Team as a Financial Planning Consultant

Cap Street Group is a leading financial services firm that prides itself on providing top-notch financial planning and investment advisory services to our clients. We are currently seeking a talented and motivated individual to join our team as a Financial Planning Consultant. This is an exciting opportunity to work with a dynamic group of professionals and help our clients achieve their financial goals.

Job Responsibilities:

• Develop comprehensive financial plans for clients based on their individual needs and goals
• Provide investment advisory services to help clients build and manage their wealth
• Conduct thorough financial analysis and research to recommend suitable investment options
• Assist clients in making informed decisions about their financial future
• Stay current on industry trends and regulations to provide the best possible advice to clients

Qualifications:

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

Why Join Cap Street Group:

At Cap Street Group, we value our employees and offer a competitive salary and benefits package. As a Financial Planning Consultant, you will have the opportunity to work with a diverse range of clients and make a real impact on their financial well-being. We also provide ongoing training and development opportunities to help you grow in your career.

Our team is made up of passionate professionals who are dedicated to helping our clients achieve their financial goals. If you are looking for a rewarding career in the financial services industry, Cap Street Group is the place for you.

Apply Now:

If you are interested in joining the Cap Street Group team as a Financial Planning Consultant, please apply on this page. We look forward to reviewing your application and potentially welcoming you to our team!