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

Erdil Financial Group

Financial Planning Consultant

Erdil Financial Group is a leading financial services firm dedicated to helping individuals, families, and businesses achieve their financial goals. We are looking for a motivated and talented Financial Planning Consultant to join our team.

Job Title: Financial Planning Consultant

Location: New York City, NY

Job Type: Full-time

Salary: Competitive salary with bonus potential

Responsibilities:

• Conduct financial planning meetings with clients to assess their financial situation and develop customized plans
• Provide recommendations on investments, retirement planning, tax strategies, insurance, and estate planning
• Monitor and review client portfolios regularly to ensure they are aligned with their financial goals
• Build and maintain client relationships through regular communication and exceptional service
• Stay up-to-date on financial industry trends and regulations
• Collaborate with other team members to deliver comprehensive financial solutions

Qualifications:

• Bachelor’s degree in Finance, Business, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning or related field
• Strong knowledge of investment products, retirement planning, tax strategies, insurance, and estate planning
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Attention to detail and strong analytical skills

Benefits:

• Competitive salary with bonus potential
• Health, dental, and vision insurance
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Ongoing training and professional development opportunities
• Opportunity for career growth and advancement

How to Apply:

If you are passionate about helping individuals achieve their financial goals and have a strong background in financial planning, we want to hear from you! Please apply on this page to be considered for this exciting opportunity at Erdil Financial Group.

Join us and make a difference in the lives of our clients! Apply now and start your rewarding career in financial services with Erdil Financial Group.