Industry: Financial Planning Consultants,Taxes-Consultants & Representatives,Financial Services
Employment Type: Full Time
Work Hours: 8
Salary: $20 To $30/An Hour
Location: United States
To apply to this job please click the button
Full Job Description
Financial Solutions of El Paso Job Advertisement
Position: Financial Planning Consultant
Financial Solutions of El Paso is seeking a motivated and experienced Financial Planning Consultant to join our team. As a leading financial services provider in the El Paso area, we are dedicated to helping our clients achieve their financial goals through personalized planning and expert advice.
Key Responsibilities:
- Conduct comprehensive financial reviews with clients to assess their current financial situation and future goals
- Develop customized financial plans that address clients’ unique needs and objectives
- Provide ongoing support and guidance to help clients navigate changes in their financial circumstances
- Stay informed about current market trends and investment opportunities to make informed recommendations to clients
- Collaborate with other team members to ensure a seamless client experience
Qualifications:
- Minimum of 3 years of experience in financial planning or a related field
- Certified Financial Planner (CFP) designation preferred
- Strong understanding of investment products, retirement planning, and tax strategies
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
Benefits:
- Competitive salary with performance-based bonuses
- Health insurance and retirement savings plan options
- Ongoing training and professional development opportunities
- Paid time off and holidays
If you are passionate about helping others achieve financial security and have the qualifications to excel in this role, we encourage you to apply. Please submit your resume and cover letter on our careers page.
Position: Taxes-Consultant & Representative
Are you a skilled tax professional looking for a new challenge? Financial Solutions of El Paso is seeking a Taxes-Consultant & Representative to join our team. In this role, you will work closely with clients to minimize their tax liabilities and ensure compliance with all tax regulations.
Key Responsibilities:
- Prepare and file individual and business tax returns accurately and efficiently
- Provide tax planning advice to clients to optimize their financial situation
- Assist clients with tax audits and other tax-related inquiries
- Stay up-to-date on changes in tax laws and regulations to ensure compliance
- Build and maintain strong client relationships by providing exceptional service
Qualifications:
- Minimum of 2 years of experience in tax preparation and consulting
- CPA or Enrolled Agent designation preferred
- Thorough knowledge of federal, state, and local tax laws
- Strong attention to detail and accuracy
- Excellent communication and problem-solving skills
Benefits:
- Competitive salary with performance-based incentives
- Health insurance and retirement savings plan options
- Ongoing training and professional development opportunities
- Paid time off and holidays
If you have a passion for tax compliance and enjoy helping clients navigate complex tax situations, we want to hear from you. Please apply on our careers page.
Position: Financial Services Representative
Join the Financial Solutions of El Paso team as a Financial Services Representative, where you will play a key role in helping our clients achieve their financial goals. We are looking for candidates with a strong understanding of financial products and services, as well as a commitment to providing exceptional customer service.
Key Responsibilities:
- Assist clients with opening and managing investment accounts
- Educate clients on various financial products and services to help them make informed decisions
- Provide ongoing support to clients to address their changing financial needs
- Collaborate with team members to deliver a seamless client experience
- Maintain accurate client records and documentation
Qualifications:
- Previous experience in financial services or a related field
- Knowledge of investment products, retirement planning, and wealth management strategies
- Strong sales and customer service skills
- Ability to work in a fast-paced environment and meet deadlines
- Series 7 and 63 licenses preferred
Benefits:
- Competitive salary with potential for commission-based earnings
- Health insurance and retirement savings plan options
- Ongoing training and professional development opportunities
- Paid time off and holidays
If you are passionate about helping clients achieve their financial goals and have the qualifications to excel in this role, we invite you to apply on our careers page.
Other Jobs You Might Like:
