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 Malonson, Marcus as a Financial Planning Consultant

About Us

At Malonson, Marcus, we believe in providing comprehensive financial planning and investment advisory services to help our clients achieve their financial goals. We pride ourselves on our personalized approach, integrity, and commitment to excellence. With a team of experienced professionals, we are dedicated to helping our clients make informed financial decisions and secure their financial futures.

Job Title: Financial Planning Consultant

Job Description

We are seeking a dynamic and experienced Financial Planning Consultant to join our team. As a Financial Planning Consultant, you will work closely with clients to assess their financial goals, develop customized financial plans, and provide ongoing advice and guidance to help them achieve their objectives. You will also collaborate with our investment advisory team to ensure that clients’ investment portfolios are aligned with their financial plans.

Responsibilities

• Conduct in-depth financial analysis to understand clients’ financial objectives and constraints
• Develop comprehensive financial plans tailored to clients’ individual needs and goals
• Provide ongoing financial advice and guidance to clients to help them stay on track
• Collaborate with our investment advisory team to ensure that clients’ investment portfolios are well diversified and aligned with their financial plans
• Keep abreast of industry trends and changes in regulations to ensure compliance with relevant laws and regulations

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field
• Minimum of 3 years of experience in financial planning or investment advisory
• Certified Financial Planner (CFP) designation preferred
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits

At Malonson, Marcus, we offer competitive compensation packages, including salary, bonus, and benefits. We also provide opportunities for professional development and growth, as well as a supportive and collaborative work environment.

How to Apply

If you are passionate about helping clients achieve their financial goals and possess the necessary qualifications and experience, we would love to hear from you. Please apply on this page.