Industry: Financial Planning Consultants,Trust Companies,Financial Planners

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Kanaly Trust as a Financial Planning Consultant!

Kanaly Trust is a premier wealth management firm with a rich history of providing personalized financial planning solutions to individuals, families, and organizations. For over 45 years, we have been dedicated to helping our clients achieve their financial goals and secure their financial future. At Kanaly Trust, we believe in putting our clients first and delivering exceptional service with integrity and professionalism.

Job Title: Financial Planning Consultant

Job Description:

• Provide comprehensive financial planning services to high-net-worth clients, including retirement planning, investment management, estate planning, and tax planning.
• Develop customized financial plans based on clients’ unique goals, risk tolerance, and financial situation.
• Conduct regular portfolio reviews and provide strategic recommendations to optimize clients’ investment portfolios.
• Collaborate with internal teams, including trust officers, tax professionals, and estate planning attorneys, to ensure holistic financial planning solutions for clients.
• Stay up-to-date on industry trends, investment products, and tax laws to provide relevant and timely advice to clients.
• Build and maintain strong relationships with clients to foster long-term partnerships and identify opportunities for additional services.

Qualifications:

• Minimum of Bachelor’s degree in Finance, Business, or related field.
• Certified Financial Planner (CFP) designation preferred.
• 3+ years of experience in financial planning or wealth management.
• Demonstrated knowledge of investment products, retirement planning strategies, and tax planning techniques.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.

Benefits:

• Competitive salary and bonus structure.
• Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
• Ongoing professional development and training opportunities.
• Opportunity for career growth and advancement within the company.
• Dynamic and collaborative work environment.

If you are passionate about helping clients achieve their financial goals and possess the skills and qualifications outlined above, we invite you to apply for the Financial Planning Consultant position at Kanaly Trust. Join our team of dedicated professionals who are committed to excellence in wealth management and client service.

To apply, please submit your resume and cover letter on this page. We look forward to reviewing your application!