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

To apply to this job please click the button

Full Job Description

Join Our Team at Kellan Caldwell – Thrivent!

About Us

Kellan Caldwell – Thrivent is a leading financial advisory firm that is dedicated to helping our clients achieve their financial goals and secure their financial future. Our company has been in the industry for over 20 years, providing expert financial planning and investment advisory services to individuals, families, and businesses across the country. We pride ourselves on our commitment to integrity, excellence, and personalized service.

We are currently looking to expand our team and are seeking qualified candidates for the following position:

Position: Financial Planning Consultant

Job Responsibilities:

• Provide comprehensive financial planning services to new and existing clients
• Conduct client meetings to assess financial goals, risk tolerance, and investment preferences
• Develop customized financial plans to help clients achieve their goals
• Recommend appropriate investment strategies and products based on client needs
• Monitor and review client portfolios on an ongoing basis
• Stay up-to-date on industry trends and changes in regulations

Qualifications:

• Bachelor’s degree in finance, business, or a related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 2 years of experience in financial planning or investment advisory
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits:

• Competitive salary and bonus structure
• Health, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off and holidays
• Professional development and training opportunities

How to Apply:

If you are a motivated and talented individual who is passionate about helping others achieve financial success, we encourage you to apply for the Financial Planning Consultant position at Kellan Caldwell – Thrivent. Please submit your resume and cover letter through the application portal on this page. We look forward to reviewing your application!