Industry: Financial Planning Consultants,Investment Management,Investments

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Mouton, Braxton: Financial Planning Consultants

About Us

Mouton, Braxton is a leading financial services firm, specializing in providing expert financial advice and investment solutions to our clients. Our team of professionals are dedicated to helping individuals and businesses achieve their financial goals through tailored financial planning strategies and personalized investment management services.

Job Title: Financial Planning Consultant

Job Description:

We are currently seeking a dynamic and highly motivated Financial Planning Consultant to join our team. As a Financial Planning Consultant at Mouton, Braxton, you will be responsible for providing comprehensive financial planning services to our clients, including retirement planning, tax planning, estate planning, and investment management.

Key Responsibilities:

• Conduct thorough financial analysis and develop customized financial plans based on clients’ needs and goals
• Provide ongoing financial guidance and support to clients to help them navigate complex financial decisions
• Monitor and review clients’ investment portfolios to ensure alignment with their financial objectives
• Stay current on financial market trends, regulations, and industry best practices
• Collaborate with other team members to deliver a holistic approach to financial planning

Qualifications:

• Minimum of 3 years of experience in financial planning or related field
• Certified Financial Planner (CFP) designation preferred
• Strong knowledge of investment products, financial markets, and tax laws
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits:

• Competitive salary and performance-based bonuses
• Comprehensive health and retirement benefits
• Professional development opportunities and support for further certifications
• A collaborative and supportive work environment

How to Apply:

If you are passionate about helping clients achieve their financial goals and have the qualifications to excel in this role, we invite you to apply on this page. Join the Mouton, Braxton team and make a positive impact on the financial future of our clients.