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Financial Planning Consultant Opportunity at King Investment Advisors

  • Location: Texas
  • Type: Full Time
  • Posted: October 5, 2024

Industry: Financial Planning Consultants,Investment Advisory Service,Investments

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join King Investment Advisors Inc. as a Financial Planning Consultant!

About Us:

King Investment Advisors Inc. is a leading investment advisory firm that specializes in providing personalized financial planning services to our clients. With over 20 years of experience in the industry, we have established ourselves as a trusted partner for individuals and businesses looking to achieve their financial goals.

Job Title: Financial Planning Consultant

Responsibilities:

  • Conduct thorough financial assessments of clients to understand their goals and objectives
  • Create customized financial plans that align with clients’ needs and risk tolerance
  • Provide ongoing financial advice and guidance to clients to help them stay on track towards their goals
  • Stay up-to-date on market trends and investment opportunities to make informed recommendations to clients
  • Collaborate with other team members to ensure a seamless client experience

Qualifications:

  • Bachelor’s degree in Finance, Economics, or related field
  • CFP or CFA designation preferred
  • 3+ years of experience in financial planning or investment advisory
  • Strong analytical and communication skills
  • Ability to work independently and as part of a team

Benefits:

  • Competitive salary and bonus structure
  • Comprehensive health and dental benefits
  • 401(k) retirement plan with employer match
  • Ongoing training and development opportunities
  • Paid time off and flexible work schedule

Apply Now!

If you are passionate about helping clients achieve their financial goals and have the qualifications outlined above, we would love to hear from you. Apply on this page to join our team at King Investment Advisors Inc. and make a difference in the lives of our clients.

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