Industry: Accounting Services,Financial Planning Consultants,Financial Planners

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Purvin and Gertz Inc: Financial Planner Position

Company Overview

Purvin and Gertz Inc is a leading financial services firm dedicated to providing high-quality services to our clients. Our team of expert financial planners, consultants, and accountants work together to help individuals and businesses achieve their financial goals.

Job Title: Financial Planner

Location: New York City, NY

Job Description

As a Financial Planner at Purvin and Gertz Inc, you will work closely with clients to develop comprehensive financial plans tailored to their specific needs and goals. You will provide personalized financial advice and guidance to help clients make informed decisions about their investments, retirement planning, estate planning, and risk management.

Responsibilities:

• Conduct thorough financial assessments to understand clients’ current financial situations
• Develop customized financial plans that align with clients’ objectives
• Monitor and evaluate clients’ financial performance regularly
• Provide ongoing financial education and support to clients
• Collaborate with other team members to deliver integrated financial solutions

Qualifications:

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

Benefits

At Purvin and Gertz Inc, we value our employees and offer a competitive benefits package, including:

• Health, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off and holidays
• Professional development opportunities

How to Apply

If you are passionate about helping clients achieve their financial goals and possess the qualifications and experience required for this position, we invite you to apply on this page. Join our team at Purvin and Gertz Inc and make a difference in the lives of our clients!