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

Nguyen, Thanh, AGT

Job Title: Financial Planning Consultant

Nguyen, Thanh, AGT is a leading financial services firm dedicated to helping clients achieve their financial goals through personalized financial planning and investment advisory services. We are currently seeking a highly motivated and experienced Financial Planning Consultant to join our team.

Job Responsibilities:

• Develop comprehensive financial plans for clients based on their individual financial goals and circumstances
• Provide personalized investment advisory services to help clients build and manage their investment portfolios
• Conduct regular reviews of clients’ financial plans and investment portfolios to ensure they remain aligned with their goals
• Stay up-to-date on industry trends and developments to provide clients with the most relevant and timely financial advice

Qualifications:

• Minimum of 5 years of experience in financial planning and investment advisory services
• Strong understanding of financial markets, investment products, and tax laws
• Excellent communication and interpersonal skills
• Certification as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) preferred
• Bachelor’s degree in finance, business, or a related field

Benefits:

• Competitive salary and bonus structure
• Health, dental, and vision insurance
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Opportunities for professional development and advancement

About Nguyen, Thanh, AGT:

Nguyen, Thanh, AGT was founded on the principles of integrity, trust, and personalized service. We believe in putting our clients’ interests first and helping them achieve their financial goals with confidence. Our team of experienced financial professionals is dedicated to providing high-quality financial planning and investment advisory services to individuals and families across the country.

If you are passionate about helping clients achieve financial success and have the qualifications and experience to excel in this role, we invite you to apply to join our team at Nguyen, Thanh, AGT. Click on the Apply Now button to submit your application.