Industry: Financial Planning Consultants,Mutual Funds,Retirement Planning Services

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Our Team at Orr Financial Group!

About Us:

Orr Financial Group is a leading financial services firm dedicated to helping individuals and families achieve their financial goals. With over 20 years of experience in the industry, our team of experts provides tailored financial planning, mutual funds, and retirement planning services to our clients.

We are currently hiring for the following position:

Financial Planning Consultant

Job Description:

As a Financial Planning Consultant at Orr Financial Group, you will work closely with clients to create personalized financial plans to help them reach their short-term and long-term goals. You will analyze their financial situation, provide recommendations, and assist them in implementing strategies to secure their financial future.

Responsibilities:

• Evaluate clients’ financial status by analyzing their investments, assets, liabilities, and cash flow
• Develop customized financial plans based on clients’ goals and risk tolerance
• Provide ongoing financial guidance and support to clients
• Monitor and review clients’ financial plans regularly to ensure they are on track
• Stay up-to-date on market trends and financial regulations

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field
• Certification in financial planning (CFP, ChFC, or equivalent) is preferred
• 2+ years of experience in financial planning or wealth management
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills

Why Join Orr Financial Group?

At Orr Financial Group, we believe in fostering a collaborative and supportive work environment where employees can grow both personally and professionally. We offer competitive salaries, benefits packages, and opportunities for career advancement.

Apply Now!

If you are passionate about helping others achieve their financial goals and have the qualifications listed above, we would love to hear from you. Apply on this page to join our team at Orr Financial Group and make a meaningful impact in the lives of our clients.