Industry: Financial Planning Consultants

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

Join our team of Financial Planning Consultants at M C Byrd Co!

About Us

M C Byrd Co is a well-established financial planning firm that has been providing top-notch services to our clients for over 20 years. Our team of experts is dedicated to helping individuals and businesses achieve their financial goals through comprehensive planning and sound investments.

Position: Financial Planning Consultant

As a Financial Planning Consultant at M C Byrd Co, you will play a crucial role in helping our clients navigate their financial futures. You will work closely with clients to assess their current financial situation, develop personalized financial plans, and provide ongoing guidance to help them reach their financial goals. This is a rewarding career that allows you to make a real difference in the lives of others.

Responsibilities:

• Conduct comprehensive financial assessments for clients
• Develop customized financial plans based on clients’ goals and risk tolerance
• Provide ongoing financial guidance and support to clients
• Monitor and adjust clients’ financial plans as needed
• Stay up-to-date on industry trends and best practices

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field
• Certification as a Certified Financial Planner (CFP) preferred
• Minimum of 3 years of experience in financial planning or related field
• Excellent communication and interpersonal skills
• Strong analytical skills and attention to detail

Benefits:

• Competitive salary
• Health, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off and holidays
• Ongoing training and professional development opportunities

Apply Now!

If you are passionate about helping others achieve their financial goals and have the qualifications to excel in this role, we want to hear from you! Please apply on this page to join our team of Financial Planning Consultants at M C Byrd Co.