Industry: Financial Planning Consultants,Financial Planners,Financing Consultants

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Job Advertisement: Financial Planning Consultant at Ellen Mallay – Lincoln Financial Advisors

About Us:

Ellen Mallay – Lincoln Financial Advisors is a renowned financial advisory firm that has been serving clients for over 20 years. We are dedicated to helping individuals, families, and businesses achieve their financial goals through personalized financial planning and investment strategies.

Position: Financial Planning Consultant

Job Description:

As a Financial Planning Consultant at Ellen Mallay – Lincoln Financial Advisors, you will be responsible for providing comprehensive financial planning services to our clients. Your primary role will be to work closely with clients to understand their financial objectives, analyze their current financial situation, and develop personalized financial plans to help them reach their goals.

Responsibilities:

• Conduct in-depth financial analysis and create customized financial plans for clients
• Provide recommendations on investment strategies, retirement planning, tax planning, and estate planning
• Monitor and review clients’ financial plans regularly to ensure they remain aligned with their goals
• Stay up-to-date on market trends, economic developments, and regulatory changes
• Build and maintain strong relationships with clients to understand their evolving needs and provide ongoing support

Qualifications:

• Bachelor’s degree in Finance, Business, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• 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
• Ongoing training and professional development opportunities

How to Apply:

If you are passionate about helping clients achieve their financial goals and meet the qualifications for this position, we encourage you to apply on this page. Join our team at Ellen Mallay – Lincoln Financial Advisors and make a difference in the lives of others through impactful financial planning strategies.