Industry: Financial Planning Consultants,Investment Advisory Service,Investments

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

I Squared Capital – Financial Planning Consultant

About Us

I Squared Capital is a global private equity firm focused on infrastructure investments. With over $30 billion in assets under management, we specialize in investing in energy, utilities, transportation, and telecom infrastructure around the world. Our team is passionate about creating value through operational excellence, innovation, and sustainability.

Job Overview

As a Financial Planning Consultant at I Squared Capital, you will play a crucial role in advising our clients on their financial goals and helping them achieve long-term financial success. You will work closely with our investment teams to develop comprehensive financial plans tailored to each client’s unique needs and objectives.

Key Responsibilities

• Conduct in-depth financial analysis and planning for clients
• Develop customized investment strategies based on clients’ risk tolerance and financial goals
• Monitor and evaluate clients’ portfolios to ensure alignment with financial objectives
• Provide ongoing financial advice and guidance to clients
• Stay informed about market trends, investment opportunities, and regulatory changes

Qualifications

• Bachelor’s degree in Finance, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning or investment advisory
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills

Benefits

At I Squared Capital, we value our employees and offer a competitive compensation package that includes:

• Health, dental, and vision insurance
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Professional development opportunities
• Gym reimbursement

How to Apply

If you are passionate about financial planning and looking to join a dynamic team of professionals, we invite you to apply for the Financial Planning Consultant position at I Squared Capital. Please submit your resume and cover letter on this page.

I Squared Capital is an equal opportunity employer and does not discriminate on the basis of race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, or any other protected status.