Industry: Financial Planning Consultants,Investment Securities,Investments

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join HilltopSecurities as a Financial Planning Consultant

HilltopSecurities is a leading financial services firm offering a wide range of investment products and services to individuals, businesses, and institutions. We are currently seeking a talented and experienced Financial Planning Consultant to join our team in providing exceptional financial planning services to our clients.

Key Responsibilities:

• Develop comprehensive financial plans for clients based on their individual financial goals and risk tolerance
• Provide personalized investment advice and recommendations to help clients achieve their financial objectives
• Conduct regular portfolio reviews and make adjustments as needed to ensure clients are on track to meet their financial goals
• Stay current on market trends and investment opportunities to provide clients with the most up-to-date advice
• Build and maintain strong relationships with clients to ensure their long-term financial success

Qualifications:

• Minimum of 5 years of experience in financial planning or related field
• Certified Financial Planner (CFP) designation required
• Strong knowledge of investment products and financial markets
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Why Join HilltopSecurities:

At HilltopSecurities, we offer a dynamic and collaborative work environment where employees are encouraged to grow both personally and professionally. Our comprehensive benefits package includes competitive compensation, health and wellness programs, career development opportunities, and more. Join us and help clients achieve their financial goals!

Apply Now:

If you are passionate about helping clients plan for their financial future and have the qualifications listed above, we’d love to hear from you. Apply on this page to join HilltopSecurities as a Financial Planning Consultant today!