Industry: Financial Planning Consultants,Insurance,Investments

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Kidwell Co Insurance Planning is Hiring Financial Planning Consultants!

Are you passionate about helping individuals and families secure their financial futures? Do you have a background in financial planning, insurance, or investments? If so, Kidwell Co Insurance Planning wants to hear from you! We are currently seeking motivated and knowledgeable Financial Planning Consultants to join our team.

About Kidwell Co Insurance Planning

Kidwell Co Insurance Planning is a leading insurance and financial planning firm, dedicated to providing top-tier services to our clients. With over 20 years of experience in the industry, we have built a solid reputation for helping individuals protect their assets, plan for retirement, and achieve their financial goals.

Job Responsibilities

• Conduct comprehensive financial assessments for clients to determine their financial goals and needs
• Develop personalized financial plans that align with clients’ objectives and risk tolerance
• Recommend appropriate insurance products and investment strategies to help clients achieve their financial goals
• Monitor clients’ portfolios and provide ongoing financial advice and guidance
• Stay up-to-date on industry trends, regulations, and best practices

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning, insurance, or investments
• Strong knowledge of financial markets, products, and industry regulations
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Why Join Kidwell Co Insurance Planning?

At Kidwell Co Insurance Planning, we value our employees and provide a supportive and collaborative work environment. As a Financial Planning Consultant, you will have the opportunity to work with a diverse client base, develop your skills, and grow your career in the financial services industry. We offer competitive compensation packages, including base salary, bonus opportunities, and comprehensive benefits.

Apply Now!

If you are ready to take the next step in your career and make a meaningful impact on the lives of others, we encourage you to apply for the Financial Planning Consultant position at Kidwell Co Insurance Planning. To submit your application, please click on the Apply Now button on this page.