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 the Team at McClure Jeffrey

Financial Planning Consultant

McClure Jeffrey is a leading investment advisory firm, dedicated to helping clients achieve their financial goals through personalized financial planning and strategic investment advice. We are currently seeking a talented and motivated Financial Planning Consultant to join our team.

Responsibilities:

• Conduct comprehensive financial planning for clients, including retirement planning, tax planning, estate planning, and investment analysis
• Develop customized financial plans based on clients’ goals, risk tolerance, and financial situation
• Provide ongoing financial advice and guidance to clients to help them achieve their financial objectives
• Stay current on industry trends and regulatory changes to ensure compliance with all applicable laws and regulations
• Collaborate with other team members to deliver exceptional service to clients

Qualifications:

• Bachelor’s degree in finance, economics, or a related field
• Certified Financial Planner (CFP) designation preferred
• 2+ years of experience in financial planning or investment advisory
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits:

• Competitive salary and bonus structure
• Comprehensive benefits package, including health insurance and 401(k) matching
• Professional development opportunities and support for continued education
• Dynamic and collaborative work environment
• Opportunity for growth and advancement within the company

If you are passionate about helping clients achieve their financial goals and have a strong background in financial planning, we want to hear from you. Apply now to join the team at McClure Jeffrey and make a difference in the lives of our clients.

Apply on this page.