Industry: Financial Planning Consultants

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Invest Financial Corp as a Financial Planning Consultant

Are you passionate about helping individuals and businesses achieve their financial goals? Do you excel at analyzing financial information and providing sound investment advice? If so, we want you to join our team at Invest Financial Corp as a Financial Planning Consultant.

Company Overview

Invest Financial Corp is a leading financial services firm that specializes in providing comprehensive financial planning and investment management services to clients across the country. With over 20 years of experience in the industry, we have developed a reputation for delivering personalized financial solutions tailored to each client’s unique needs and goals.

Position Description

• Conduct in-depth financial analysis for clients to assess their current financial situation and develop customized financial plans.
• Provide knowledgeable advice on investment strategies, retirement planning, tax planning, and estate planning.
• Work closely with clients to understand their financial goals and risk tolerance, and recommend appropriate investment products and services.
• Monitor client portfolios and provide ongoing support and guidance to help clients navigate changing market conditions.
• Stay up-to-date on industry trends, regulations, and best practices to ensure compliance with all relevant laws and guidelines.
• Collaborate with other team members, including financial advisors, tax professionals, and estate planners, to deliver holistic financial planning solutions.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field. CFP designation is a plus.
• Minimum of 3 years of experience in financial planning, investment management, or related field.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency in financial planning software and tools.

Benefits

At Invest Financial Corp, we value our employees and offer a competitive benefits package, including:

• Health, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off and holidays
• Professional development opportunities
• Flexible work schedule

Apply Now

If you are ready to take the next step in your financial planning career and join a dynamic team of professionals, submit your application today. We look forward to hearing from you!