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Financial Planning Consultant Position at Goudeau Jr, Peter C, LUTCF

  • Location: Texas
  • Type: Full Time
  • Posted: October 5, 2024

Industry: Financial Planning Consultants,Investment Advisory Service,Investment Securities

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

Join Our Team at Goudeau Jr, Peter C, LUTCF!

Financial Planning Consultants Wanted

Are you passionate about helping individuals and families secure their financial future? Do you have a strong background in finance and a desire to make a positive impact on people’s lives? If so, we want to hear from you!

Company Overview

Goudeau Jr, Peter C, LUTCF is a leading financial planning firm dedicated to providing personalized advice and guidance to our clients. With over 20 years of experience in the industry, we have helped countless individuals and families achieve their financial goals through our comprehensive planning services.

Position Overview

We are currently seeking experienced Financial Planning Consultants to join our team. In this role, you will work closely with clients to assess their financial situation, develop personalized financial plans, and provide ongoing support and guidance to help them achieve their goals.

Responsibilities

  • Conduct comprehensive financial analysis for clients
  • Develop personalized financial plans based on clients’ goals and objectives
  • Provide ongoing support and guidance to clients to help them stay on track
  • Stay up to date on industry trends and regulations to ensure compliance
  • Work collaboratively with other team members to deliver exceptional service to clients

Qualifications

  • Bachelor’s degree in Finance, Economics, or related field
  • Certification as a Financial Planner (CFP) or seeking certification
  • Minimum of 3 years of experience in financial planning or related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Benefits

  • Competitive salary and benefits package
  • Opportunity for professional growth and development
  • Supportive work environment that values collaboration and teamwork
  • Flexible work schedule and remote work options available
  • Chance to make a meaningful impact on clients’ lives

How to Apply

If you are interested in joining our team as a Financial Planning Consultant, please apply on this page. We are excited to welcome new talent to our firm and help you grow in your career!

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