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 Our Team at Core+ Financial Strategies!
Are you passionate about helping individuals and families achieve their financial goals? Do you have a strong background in financial planning or investment advisory services? If so, we want to hear from you! Core+ Financial Strategies is currently seeking experienced professionals to join our team of dedicated financial experts.
About Us
Core+ Financial Strategies is a leading financial advisory firm that specializes in providing personalized financial planning and investment strategies to our clients. With years of experience in the industry, our team of experts is committed to helping individuals and families navigate the complexities of financial planning and investment management.
Job Title: Financial Planning Consultant
Job Description:
- Collaborate with clients to develop comprehensive financial plans tailored to their unique goals and objectives
- Provide expert guidance on investment strategies and portfolio management
- Conduct thorough analysis of clients’ financial situations and develop personalized recommendations
- Monitor and review clients’ financial plans on a regular basis to ensure alignment with their goals
- Stay current on industry trends and regulatory changes to provide clients with the most up-to-date information
Qualifications:
- 5+ years of experience in financial planning or investment advisory services
- Certified Financial Planner (CFP) designation preferred
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Ability to work independently and as part of a team
Job Title: Investment Advisory Service
Job Description:
- Provide personalized investment advice to clients based on their risk tolerance and financial goals
- Monitor investment portfolios and make recommendations for adjustments as needed
- Stay informed on market trends and economic conditions to optimize clients’ investment strategies
- Communicate regularly with clients to provide updates on their portfolios and address any questions or concerns
- Collaborate with other team members to ensure a cohesive approach to investment management
Qualifications:
- 3+ years of experience in investment advisory services
- Series 7 and Series 66 licenses required
- Strong knowledge of investment products and strategies
- Exceptional organizational skills and attention to detail
- Ability to thrive in a fast-paced and dynamic environment
If you are looking to take the next step in your career and join a team of dedicated professionals who are committed to helping clients achieve their financial goals, we encourage you to apply today! To submit your application, please visit our careers page.
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