Industry: Financial Planning Consultants,Financial Services,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 One American Financial as a Financial Planning Consultant

At One American Financial, we are dedicated to helping individuals and families achieve financial stability and security through personalized financial planning and investment strategies. We are seeking a motivated and experienced Financial Planning Consultant to join our team and help our clients reach their financial goals.

Key Responsibilities:

• Conduct comprehensive financial assessments for clients to analyze their current financial situation and develop customized plans
• Provide recommendations on investment strategies, retirement planning, estate planning, insurance coverage, and tax strategies
• Monitor and review clients’ financial plans regularly to ensure they remain aligned with their goals and make necessary adjustments
• Educate clients on financial principles and strategies to help them make informed decisions
• Collaborate with other team members, including financial advisors and investment analysts, to deliver integrated financial solutions

Qualifications:

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

Benefits:

• Competitive salary commensurate with experience
• Performance-based bonuses
• Health, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off and holidays
• Professional development opportunities

If you are passionate about helping others achieve financial success and have the qualifications and experience we are looking for, we invite you to apply for the Financial Planning Consultant position at One American Financial. Join us in making a positive impact on the financial well-being of our clients and the communities we serve.

Apply today on this page to be considered for this exciting opportunity. We look forward to welcoming you to our team!