Industry: Financial Planning Consultants,Investment Advisory Service,Insurance

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

LKJ Financial Job Advertisement: Financial Planning Consultant

LKJ Financial is a leading financial services firm that provides comprehensive financial planning, investment advisory services, and insurance solutions to individuals and businesses. We are dedicated to helping our clients achieve their financial goals through personalized guidance and expert advice.

Position: Financial Planning Consultant

We are currently seeking a talented and experienced Financial Planning Consultant to join our team. The ideal candidate should have a strong background in financial planning, investment advisory services, and insurance products. This position offers a unique opportunity to work with a dynamic team of professionals and make a meaningful impact on our clients’ financial well-being.

Responsibilities:

• Conduct thorough financial assessments to understand clients’ goals and objectives
• Develop personalized financial plans to help clients achieve their long-term financial goals
• Provide expert advice on investment strategies, retirement planning, and risk management
• Collaborate with clients to implement and monitor financial plans
• Stay up-to-date on industry trends and regulatory changes

Qualifications:

• Minimum of 3 years of experience in financial planning or related field
• Strong knowledge of investment products, insurance solutions, and tax strategies
• Certification such as CFP, CFA, or ChFC is preferred
• 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
• Paid time off and holidays
• Professional development opportunities

How to Apply:

If you are interested in joining our team as a Financial Planning Consultant, please submit your resume and cover letter on this page. We look forward to reviewing your application and discussing how you can contribute to our mission of helping clients achieve financial success.

LKJ Financial is an equal opportunity employer and values diversity in the workplace. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.