Industry: Financial Planning Consultants

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join the Team at Locher, Scott as a Financial Planning Consultant

Are you passionate about helping individuals and families achieve their financial goals? Do you have a strong background in finance and a desire to work with a dynamic team? If so, Locher, Scott is looking for a talented Financial Planning Consultant to join our growing firm.

About Locher, Scott

Locher, Scott is a leading financial services firm that specializes in providing comprehensive financial planning and investment management services to clients across the country. With a focus on building long-term relationships based on trust and integrity, our team of experienced advisors helps clients navigate their financial future with confidence.

Job Responsibilities

• Conduct in-depth financial analysis for clients to develop personalized financial plans
• Educate clients on various investment strategies and financial products
• Monitor and review client portfolios regularly to ensure alignment with financial goals
• Provide ongoing support and guidance to clients to help them make informed financial decisions
• Stay up to date on market trends, economic indicators, and regulatory changes

Qualifications

We are looking for candidates who possess the following qualifications:

• Bachelor’s degree in Finance, Economics, or a related field
• CFP® certification or willingness to obtain within the first year of employment
• 2+ years of experience in financial planning or wealth management
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills

Why Work at Locher, Scott

At Locher, Scott, we offer our employees a supportive and collaborative work environment where professional growth and development are encouraged. In addition to competitive salaries and benefits, we provide ongoing training and educational opportunities to help our team members stay at the top of their field.

How to Apply

If you are interested in joining the Locher, Scott team as a Financial Planning Consultant, please submit your resume and cover letter through the application page. We look forward to reviewing your qualifications and potentially welcoming you to our team!