Industry: Financial Planning Consultants,Financial Services

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Core Capital as a Financial Planning Consultant!

Core Capital is a leading financial services firm dedicated to helping clients achieve their financial goals through personalized financial planning and investment management. We are currently seeking a motivated and detail-oriented Financial Planning Consultant to join our team.

Responsibilities:

• Conduct comprehensive financial analyses for clients to assess their current financial situation and future goals
• Develop customized financial plans based on clients’ needs, including retirement planning, investment strategies, tax planning, and estate planning
• Provide ongoing financial advice and guidance to clients to help them stay on track towards their financial objectives
• Collaborate with other team members, including investment advisors and wealth managers, to deliver integrated financial solutions
• Stay current on industry trends and regulations to ensure compliance and best practices

Qualifications:

• Bachelor’s degree in finance, business, or a related field
• Certified Financial Planner (CFP) certification is preferred
• Minimum of 3 years of experience in financial planning or wealth management
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits:

• Competitive salary and bonus structure
• Health, dental, and vision insurance
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Professional development opportunities

About Core Capital:

At Core Capital, we believe in putting our clients’ interests first and providing them with the highest level of service and expertise. Our team of experienced professionals is dedicated to helping clients navigate the complex world of finance and make informed decisions about their money.

If you are passionate about financial planning and looking for a rewarding career with a reputable firm, we encourage you to apply to join Core Capital as a Financial Planning Consultant. Please submit your resume and cover letter through the application portal on this page.