Industry: Financial Planning Consultants,Investment Management

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

To apply to this job please click the button

Full Job Description

Lounev Advisory Services Job Advertisement: Financial Planning Consultant

About Us:

Lounev Advisory Services is a leading financial advisory firm that specializes in providing personalized financial planning services to high-net-worth individuals, families, and businesses. Our team of experienced professionals is committed to helping our clients achieve their financial goals through comprehensive planning and investment management strategies.

Position: Financial Planning Consultant

Job Responsibilities:

• Conduct in-depth financial analysis to understand clients’ current financial situation, goals, and risk tolerance.
• Develop personalized financial plans that encompass investment strategies, retirement planning, estate planning, tax optimization, and insurance coverage.
• Provide ongoing financial guidance and recommendations to clients to help them achieve their financial objectives.
• Build and maintain strong client relationships through regular communication and reviews of financial plans.
• Stay current on market trends, investment products, and industry regulations to provide accurate and up-to-date advice.
• Collaborate with other team members, including investment managers and tax specialists, to deliver comprehensive financial solutions.

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field. CFP, CFA, or similar certifications preferred.
• Minimum of 3 years’ experience in financial planning, investment management, or related field.
• Demonstrated knowledge of financial planning principles, investment products, and retirement planning strategies.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency in financial planning software and Microsoft Office suite.

Benefits:

• Competitive salary and bonus structure based on performance.
• Health, dental, and vision insurance coverage.
• 401(k) retirement plan with employer matching.
• Paid time off and holidays.
• Professional development opportunities and support for continuing education.
• A collaborative and inclusive work environment.

About the Application Process:

If you are interested in joining the Lounev Advisory Services team as a Financial Planning Consultant, please submit your resume and a cover letter through the application portal on our website. We look forward to reviewing your qualifications and discussing how you can contribute to our firm’s success.