Industry: Financial Planning Consultants,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 Lalani, Rafiq as a Financial Planning Consultant

Lalani, Rafiq is a leading investment advisory firm dedicated to helping clients achieve their financial goals through expert advice and personalized service. We are currently seeking a motivated and experienced Financial Planning Consultant to join our team and contribute to our clients’ success.

Job Title: Financial Planning Consultant

Responsibilities:

• Conduct thorough financial evaluations for clients to assess their current financial situation, goals, and risk tolerance
• Develop comprehensive financial plans that align with clients’ objectives and provide recommendations for investment strategies
• Monitor and review clients’ portfolios regularly to ensure they remain on track to meet their financial goals
• Stay up-to-date on market trends, investment products, and regulatory changes to provide informed advice to clients
• Build strong, long-lasting relationships with clients through regular communication and exceptional service
• Collaborate with other team members to deliver holistic financial solutions for clients

Qualifications:

• Bachelor’s degree in finance, economics, or a related field
• Certified Financial Planner (CFP) designation or equivalent is preferred
• At least 3 years of experience in financial planning or investment advisory services
• Proven track record of success in developing and managing client relationships
• Excellent analytical skills and attention to detail
• Strong communication and presentation abilities

Benefits:

• Competitive salary and bonus structure
• Comprehensive benefits package including health insurance and retirement savings plans
• Ongoing training and professional development opportunities
• Supportive and collaborative work environment
• Opportunity for career advancement within a growing firm

About Lalani, Rafiq

Lalani, Rafiq was founded with the goal of providing high-quality financial advice and services to individuals and families. Our team of experienced professionals is committed to helping clients build and protect their wealth through strategic financial planning and investment management.

If you are passionate about helping clients achieve their financial goals and have the qualifications and experience required for this role, we invite you to apply by clicking on the Apply button on this page. We look forward to hearing from you!