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Financial Planning Consultant and Investment Advisor – Job Opportunity at John Landers, CIMA, CFP UBS Financial Services Inc.

  • Location: Texas
  • Type: Full Time
  • Posted: October 8, 2024

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

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Our Team at John Landers, CIMA, CFP – UBS Financial Services Inc.

Looking for Financial Planning Consultants, Financial Planners, and Investment Advisory Service Professionals

At John Landers, CIMA, CFP – UBS Financial Services Inc., we are dedicated to providing top-notch financial planning services to our clients. We are currently seeking talented individuals to join our team as Financial Planning Consultants, Financial Planners, and Investment Advisory Service professionals. If you are passionate about helping clients achieve their financial goals and are looking to grow your career in the financial services industry, we want to hear from you!

Job Responsibilities:

  • Provide comprehensive financial planning services to clients
  • Develop and implement personalized financial plans based on clients’ unique goals and circumstances
  • Offer investment advice and guidance to help clients build and manage their portfolios
  • Monitor and adjust financial plans as needed to ensure they remain aligned with clients’ objectives
  • Stay current on industry trends, regulations, and best practices to provide clients with the most up-to-date advice

Qualifications:

  • Minimum of Bachelor’s degree in Finance, Business, Economics, or related field
  • Certifications such as CFP, CIMA, or CFA preferred
  • Experience in financial planning, investment advisory, or related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills

Why Join Us:

When you join the team at John Landers, CIMA, CFP – UBS Financial Services Inc., you’re joining a company that values professional development, teamwork, and client satisfaction. We offer a supportive work environment where you can grow your skills and advance your career in the financial services industry. In addition, we provide competitive compensation and benefits packages to our employees.

Apply Now:

If you’re ready to take the next step in your career and join a dynamic team of financial professionals, apply for our Financial Planning Consultant, Financial Planner, or Investment Advisory Service professional position today. We look forward to reviewing your application!

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