Industry: Financial Planning Consultants,Investment Advisory Service,Investments

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Our Team at Matthews, James!

About Us

Founded in 2005, Matthews, James is a leading financial advisory firm that specializes in providing personalized investment solutions for our clients. With a team of dedicated professionals, we strive to help our clients achieve their financial goals through strategic planning and expert guidance.

We Are Hiring!

As our client base continues to grow, we are looking to expand our team with passionate and driven individuals who are committed to delivering exceptional service and results. If you are eager to make a difference in the lives of others and have a strong background in financial planning or investment advisory, we want to hear from you!

Position Available: Financial Planning Consultant

We are currently seeking a Financial Planning Consultant to join our team. This role involves working closely with clients to develop comprehensive financial plans that align with their goals and objectives. Responsibilities include:

• Conducting in-depth financial analysis to assess clients’ current financial status
• Creating personalized financial plans based on clients’ risk tolerance and investment objectives
• Providing ongoing support and guidance to help clients navigate their financial journey
• Monitoring and adjusting investment strategies as needed to optimize growth and minimize risk

Requirements:

• At least 3 years of experience in financial planning or investment advisory
• Strong knowledge of financial products and investment options
• Excellent communication and interpersonal skills
• Certification in financial planning (CFP, CFA) preferred
• Ability to work independently and as part of a team

Why Join Matthews, James?

At Matthews, James, we value our employees and are committed to providing a supportive and collaborative work environment. When you join our team, you can expect:

• Competitive salary and benefits package
• Opportunities for professional development and growth
• A dynamic and inclusive company culture
• The chance to work with a diverse group of clients and industries

Apply Now!

If you are ready to take the next step in your career and join a firm that is dedicated to helping clients achieve financial success, we encourage you to apply on this page. We look forward to hearing from you!