Industry: Financial Planning Consultants,Investment Management,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 our team as a Financial Planning Consultant at Clint Sepolio – RBC Wealth Management

About us

We are a team of dedicated financial advisors at RBC Wealth Management led by Clint Sepolio. Our goal is to provide comprehensive financial planning and investment management solutions to help our clients achieve their financial goals. With a focus on integrity, professionalism, and personalized service, we are committed to building long-term relationships with our clients.

Position: Financial Planning Consultant

Responsibilities:

• Conduct in-depth financial analysis to understand clients’ current financial situation and goals
• Develop personalized financial plans and investment strategies to meet clients’ objectives
• Regularly review and update clients’ financial plans based on changing circumstances and market conditions
• Provide ongoing advice and guidance to help clients navigate their financial journey
• Collaborate with other team members to deliver a holistic wealth management experience

Requirements:

• Minimum of 3 years of experience in financial planning or investment management
• Certified Financial Planner (CFP) designation is preferred
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work effectively in a team-based environment

Benefits:

• Competitive salary and bonus structure
• Comprehensive benefits package including health, dental, and vision insurance
• Professional development opportunities and support for continued education
• Collaborative and supportive work environment
• Opportunity for growth and advancement within the organization

Apply now

If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced, dynamic environment, we want to hear from you. Apply on this page to join our team as a Financial Planning Consultant at Clint Sepolio – RBC Wealth Management.