Industry: Financial Planning Consultants

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

New Horizons Investments Management

Financial Planning Consultant

New Horizons Investments Management is a leading financial services firm dedicated to helping individuals and families achieve their financial goals. As a trusted partner, we provide personalized wealth management solutions to our clients, helping them navigate the complex world of investing, retirement planning, and financial security.

Job Title: Financial Planning Consultant

Location: Chicago, IL

Salary: Competitive, Based on Experience

Job Type: Full-Time

Job Description:

We are currently seeking a motivated and experienced Financial Planning Consultant to join our team in Chicago, IL. The ideal candidate will have a strong background in financial planning, investment management, and client relationship management. In this role, you will work closely with clients to develop personalized financial plans, provide investment advice, and help them achieve their long-term financial goals.

Key Responsibilities:

• Conduct comprehensive financial analyses to assess clients’ current financial situation and develop customized financial plans
• Provide investment recommendations and guidance based on clients’ risk tolerance, financial objectives, and time horizon
• Monitor and adjust clients’ investment portfolios to ensure alignment with their financial goals and market conditions
• Collaborate with other team members to deliver a holistic approach to wealth management and financial planning
• Build and strengthen client relationships through regular communication and proactive outreach
• Stay up-to-date on industry trends, regulations, and best practices in financial planning and investment management

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• 3+ years of experience in financial planning, investment management, or related field
• Strong understanding of financial products, investment strategies, and market trends
• Excellent interpersonal skills and ability to build rapport with clients
• Detail-oriented with strong analytical and problem-solving abilities
• Ability to work independently and as part of a team in a fast-paced environment

Why Join New Horizons Investments Management:

At New Horizons Investments Management, we value our employees and offer a dynamic and supportive work environment where you can grow and thrive. As a Financial Planning Consultant, you will have the opportunity to make a meaningful impact on our clients’ lives, build relationships with a diverse range of individuals, and advance your career in the financial services industry.

If you are passionate about helping others achieve their financial goals, have a strong background in financial planning, and are looking for a rewarding career opportunity, we encourage you to apply today on this page.