Industry: Financial Planning Consultants,Investment Advisory Service,Investments

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 Puskorius, Neil!

Financial Planning Consultant Position Available

Puskorius, Neil is a leading financial services firm dedicated to helping clients achieve their financial goals. We are currently looking to expand our team of expert Financial Planning Consultants to provide exceptional service to our clients. As a Financial Planning Consultant at Puskorius, Neil, you will have the opportunity to work with a diverse range of clients, develop personalized financial plans, and help individuals and families secure their financial futures.

Key Responsibilities

• Conduct thorough financial analyses for clients to understand their current financial situation and future goals
• Create comprehensive financial plans tailored to each client’s unique needs
• Provide ongoing financial advice and guidance to clients to help them make informed decisions
• Stay informed about industry trends and updates to ensure the advice provided is current and relevant
• Cultivate strong relationships with clients to build trust and ensure long-term partnerships

Qualifications

• Minimum of 2 years of experience in financial planning or a related field
• Strong knowledge of financial products, services, and regulations
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Certified Financial Planner (CFP) designation preferred

Investment Advisory Service Specialist Position Available

Are you passionate about helping clients navigate the complex world of investments? Puskorius, Neil is looking for an experienced Investment Advisory Service Specialist to join our team. In this role, you will work closely with clients to develop investment strategies that align with their financial goals and risk tolerance, providing them with peace of mind and confidence in their investment decisions.

Key Responsibilities

• Assess clients’ investment objectives, risk tolerance, and time horizon to develop personalized investment strategies
• Monitor clients’ investment portfolios and provide regular performance updates
• Stay informed about market trends and economic developments to make informed investment recommendations
• Collaborate with other team members to ensure a holistic approach to clients’ financial planning needs
• Build and maintain strong relationships with clients to foster trust and loyalty

Qualifications

• Bachelor’s degree in finance, economics, or a related field
• Minimum of 3 years of experience in investment advisory services
• Strong knowledge of investment products, markets, and trends
• Professional certifications such as Chartered Financial Analyst (CFA) or Certified Investment Management Analyst (CIMA) preferred
• Excellent analytical and problem-solving skills

Join Puskorius, Neil Today!

If you are passionate about financial planning, investment advisory services, and helping clients achieve their financial goals, we want to hear from you! Puskorius, Neil offers a dynamic and supportive work environment, competitive compensation, and opportunities for professional growth and development. Apply now to join our team and make a positive impact on the lives of our clients.

Apply on this page.