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 Stratton, William Charles

Financial Planning Consultant Position Available

Are you passionate about helping individuals and businesses achieve their financial goals? Do you have a knack for analyzing financial situations and creating tailored plans for clients? If so, Stratton, William Charles is looking for you to join our team as a Financial Planning Consultant.

Company Overview:

Stratton, William Charles is a leading financial services firm that specializes in providing personalized financial planning and investment advisory services to individuals, families, and businesses. With over 20 years of experience in the industry, our team of experts is dedicated to helping clients secure their financial future through comprehensive planning and strategic investments.

Job Responsibilities:

• Conduct in-depth financial analysis for clients to understand their current financial situation and future goals
• Develop customized financial plans that align with clients’ objectives and risk tolerance
• Implement investment strategies and recommend specific products and services to clients
• Monitor and review clients’ portfolios regularly to ensure they remain on track to meet their financial goals
• Provide ongoing support and guidance to clients to help them navigate financial decisions and market fluctuations

Qualifications:

• Minimum of 3 years of experience in financial planning or investment advisory services
• Bachelor’s degree in finance, accounting, economics, or a related field
• Certified Financial Planner (CFP) designation preferred
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Ability to work independently and as part of a team

Benefits:

• Competitive salary and performance-based bonuses
• Comprehensive health and retirement benefits package
• Opportunities for professional development and career advancement
• Collaborative and supportive work environment

If you are ready to take the next step in your career and make a meaningful impact on clients’ financial futures, we encourage you to apply for the Financial Planning Consultant position at Stratton, William Charles. Please submit your resume and cover letter on this page.