Industry: Financial Planning Consultants,Investments,Banks

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Totus Wealth Management

About Us

Totus Wealth Management is a leading financial services firm dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, we provide comprehensive wealth management solutions to our clients.

We are Hiring: Financial Planning Consultant

Job Title: Financial Planning Consultant

Totus Wealth Management is seeking a dynamic and experienced Financial Planning Consultant to join our team. The ideal candidate will have a strong background in financial planning, investment management, and client relationship management.

Job Responsibilities:

• Work closely with clients to understand their financial goals and develop comprehensive financial plans
• Provide expert advice on investment strategies, retirement planning, tax planning, and estate planning
• Monitor and review client portfolios to ensure they are aligned with their long-term goals
• Build and maintain strong relationships with clients to provide ongoing support and guidance
• Stay current on industry trends, market developments, and regulatory changes

Qualifications:

• Minimum of 5 years of experience in financial planning or related field
• Certified Financial Planner (CFP) designation preferred
• Strong knowledge of investment products, financial markets, and tax laws
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Why Join Us:

At Totus Wealth Management, we believe in investing in our employees and providing opportunities for growth and development. As a Financial Planning Consultant, you will have the chance to work with a diverse client base, collaborate with a talented team, and make a positive impact on people’s financial futures.

How to Apply:

If you are passionate about financial planning and ready to take your career to the next level, we would love to hear from you. Please submit your resume and cover letter on this page.

Join Totus Wealth Management and help our clients achieve financial success!