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Financial Planning Consultant Job Opportunity at D Mars

  • Location: Texas
  • Type: Full Time
  • Posted: October 6, 2024

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

D Mars: Financial Planning Consultants

About Us

D Mars is a leading financial services company dedicated to providing top-notch financial planning and investment management solutions to our clients. With a team of experienced professionals and a commitment to excellence, we strive to help our clients achieve their financial goals and secure their future.

We are Hiring: Financial Planning Consultants

Are you passionate about helping individuals and businesses make sound financial decisions? Do you have a knack for financial planning and investment management? If so, we are looking for talented individuals like you to join our team as Financial Planning Consultants.

Job Responsibilities

  • Provide personalized financial planning advice to clients based on their financial goals and objectives
  • Assist clients in creating comprehensive financial plans that address their investment, retirement, tax, and estate planning needs
  • Monitor and adjust financial plans as needed to ensure clients are on track to meet their financial goals
  • Stay up-to-date on market trends, investment products, and financial planning strategies
  • Collaborate with other team members to provide holistic financial planning solutions 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 management
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Benefits

At D Mars, we value our employees and offer a competitive salary and benefits package, including:

  • Health, dental, and vision insurance
  • 401(k) retirement plan with employer match
  • Paid time off and holidays
  • Professional development opportunities
  • A supportive and collaborative work environment

Why Join D Mars?

As a Financial Planning Consultant at D Mars, you will have the opportunity to work with a diverse range of clients and make a meaningful impact on their financial well-being. You will also have access to resources and support to further develop your skills and advance your career in the financial services industry.

Apply Now

If you are ready to take the next step in your career as a Financial Planning Consultant, we encourage you to apply today. Join us at D Mars and help our clients navigate their financial journey towards a secure and prosperous future.

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