Industry: Financial Planning Consultants,Stock & Bond Brokers

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 Steer Wealth Management as a Financial Planning Consultant

At Steer Wealth Management, we are dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. We are currently seeking a dynamic and experienced Financial Planning Consultant to join our team. If you are passionate about finance, possess strong analytical skills, and enjoy building relationships with clients, we want to hear from you!

About Steer Wealth Management

Steer Wealth Management is a leading wealth management firm with a focus on providing tailored financial solutions to high-net-worth individuals, families, and businesses. Our team of experts is committed to delivering personalized advice and exceptional service to our clients, helping them navigate the complexities of the financial markets and achieve their long-term financial objectives.

Job Responsibilities

• Conduct in-depth financial analyses to assess clients’ current financial situations and future goals
• Develop comprehensive financial plans that align with clients’ objectives and risk tolerance
• Provide ongoing advice and recommendations to clients to help them make informed financial decisions
• Monitor and review clients’ investment portfolios to ensure they remain aligned with their goals and risk profiles
• Stay current on industry trends and market developments to provide clients with the most up-to-date advice
• Build and maintain strong relationships with clients to understand their evolving needs and goals

Qualifications

• Bachelor’s degree in Finance, Business, or a related field
• Certification as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) preferred
• Minimum of 3-5 years of experience in financial planning or wealth management
• Strong knowledge of investment products, financial markets, and tax regulations
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits

At Steer Wealth Management, we value our employees and offer a competitive salary and benefits package, including:

• Health, dental, and vision insurance
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Professional development opportunities
• A supportive and collaborative work environment

How to Apply

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