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Financial Planning Consultant Job Opening at Spring Creek Financial Service Inc

  • Location: Texas
  • Type: Full Time
  • Posted: October 6, 2024

Industry: Financial Planning Consultants,Financial Services

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 Spring Creek Financial Service Inc as a Financial Planning Consultant

About Us:

Spring Creek Financial Service Inc is a leading financial services company dedicated to providing personalized financial planning solutions to individuals and businesses. Our team of experienced professionals is committed to helping our clients achieve their financial goals through thorough analysis, strategic planning, and ongoing support.

Position: Financial Planning Consultant

Location: New York, NY

Salary: $60,000 – $80,000 per year

Benefits: Health insurance, retirement savings plan, paid time off

Responsibilities:

  • Meet with clients to assess their financial goals, current situation, and risk tolerance
  • Create customized financial plans that align with clients’ objectives
  • Recommend investment strategies, insurance products, and other financial tools to help clients achieve their goals
  • Monitor and review clients’ financial plans regularly to ensure they remain on track
  • Provide ongoing support and guidance to clients as their financial needs evolve

Qualifications:

  • Bachelor’s degree in finance, economics, or related field
  • Certified Financial Planner (CFP) designation preferred
  • Minimum of 2 years of experience in financial planning or related field
  • Strong analytical skills and attention to detail
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Why Join Us:

At Spring Creek Financial Service Inc, we value our employees and offer a supportive work environment where you can grow both personally and professionally. We provide ongoing training and development opportunities to help you enhance your skills and advance your career in the financial services industry. In addition, we offer competitive compensation and benefits packages to reward your hard work and dedication.

How to Apply:

If you are passionate about helping others achieve their financial goals and have the qualifications outlined above, we invite you to apply for the Financial Planning Consultant position at Spring Creek Financial Service Inc. Please submit your resume and cover letter on this page.

We look forward to hearing from you and potentially welcoming you to our team!

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