Industry: Financial Planning Consultants,Investment Advisory Service,Financial Planners

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Tristar as a Financial Planning Consultant!

About Tristar

Tristar is a leading financial services firm dedicated to providing personalized solutions to our clients’ financial goals. We strive to help individuals and businesses achieve financial success through our comprehensive services and expert advice.

Job Description

We are currently seeking a highly motivated and experienced Financial Planning Consultant to join our team. As a Financial Planning Consultant at Tristar, you will be responsible for providing personalized financial planning services to our clients, helping them achieve their financial goals and secure their financial future.

Responsibilities:

• Conduct in-depth financial analysis for clients to understand their current financial situation.
• Develop customized financial plans based on clients’ goals, risk tolerance, and investment preferences.
• Provide ongoing financial advice and guidance to clients to help them stay on track towards their financial objectives.
• Recommend investments, insurance products, and other financial solutions to meet clients’ needs.
• Monitor and evaluate clients’ financial plans regularly to ensure they remain aligned with their goals.
• Stay up-to-date on industry trends, regulations, and best practices in financial planning.

Qualifications

• Minimum of 3 years of experience in financial planning or related field.
• Certified Financial Planner (CFP) designation preferred.
• Strong understanding of investment strategies, retirement planning, tax planning, and insurance products.
• Excellent interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Proficiency in financial planning software and Microsoft Office suite.

Benefits

At Tristar, we value our employees and offer a competitive salary and benefits package, including:

• Health insurance
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Professional development opportunities

How to Apply

If you are passionate about helping others achieve their financial goals and have the qualifications and experience to excel in this role, we invite you to apply on this page. Join Tristar and become part of a dynamic team dedicated to making a positive impact on our clients’ financial futures.