Industry: Financial Planning Consultants,Investment Advisory Service,Investments

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

To apply to this job please click the button

Full Job Description

Join the Pahal, Navneet, CFP Team!

About Us

Pahal, Navneet, CFP is a leading financial planning and investment advisory firm that has been helping clients achieve their financial goals for over 15 years. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial planning services to individuals and families.

We are Hiring: Financial Planning Consultant

Are you passionate about helping people achieve their financial goals? Do you have a strong background in financial planning and investment advisory services? If so, we are looking for you to join our team as a Financial Planning Consultant.

Key Responsibilities:

• Develop and implement comprehensive financial plans for clients based on their individual goals and objectives
• Provide ongoing financial advice and guidance to clients to help them make informed decisions
• Monitor and review clients’ financial plans regularly to ensure they remain on track to meet their goals
• Stay up-to-date on industry trends and regulations to provide clients with the most current advice
• Build and maintain strong relationships with clients to understand their changing needs and preferences

Qualifications:

• CFP certification required
• Bachelor’s degree in finance, accounting, or related field
• Minimum of 3 years of experience in financial planning and investment advisory services
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities

Benefits:

• Competitive salary and commission structure
• Health, dental, and vision insurance
• 401(k) retirement savings plan
• Paid time off and holidays
• Ongoing professional development and training opportunities

How to Apply

If you are interested in joining our team as a Financial Planning Consultant, please submit your resume and cover letter on this page. We look forward to hearing from you!