Industry: Financial Planning Consultants,Financial Planners,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 Evan Martin, CFP, CIMA, AWMA – UBS Financial Services Inc.

About Us:

Evan Martin, CFP, CIMA, AWMA – UBS Financial Services Inc. is a leading financial services firm dedicated to helping our clients achieve their financial goals. With a team of experienced professionals, we offer personalized financial planning and investment advisory services to individuals and businesses.

Job Title: Financial Planning Consultant

Overview:

We are currently seeking a talented and motivated Financial Planning Consultant to join our team. This individual will be responsible for providing comprehensive financial planning services to our clients, including retirement planning, investment strategies, tax planning, and estate planning.

Responsibilities:

• Conduct client meetings to gather financial information and understand their goals
• Develop personalized financial plans based on clients’ needs and objectives
• Implement investment strategies and provide ongoing portfolio management
• Collaborate with team members to deliver holistic financial solutions
• Stay current on financial industry trends and regulations

Qualifications:

• Certified Financial Planner (CFP) designation
• Chartered Investment Management Analyst (CIMA) designation
• Accredited Wealth Management Advisor (AWMA) designation
• 5+ years of experience in financial planning or investment advisory services
• Strong analytical and communication skills
• Ability to work independently and as part of a team

Benefits:

At Evan Martin, CFP, CIMA, AWMA – UBS Financial Services Inc., we value our employees and offer competitive compensation packages, including a base salary and bonus incentives. In addition, we provide comprehensive benefits, including health insurance, retirement plans, and professional development opportunities.

Apply Now:

If you are passionate about helping clients achieve their financial goals and possess the required qualifications, we invite you to apply for the Financial Planning Consultant position at Evan Martin, CFP, CIMA, AWMA – UBS Financial Services Inc. Visit our career page to submit your application.