Industry: Financial Planning Consultants,Investment Advisory Service

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Wakefield, Craig as a Financial Planning Consultant!

If you are looking for a challenging and rewarding career in the financial industry, Wakefield, Craig is the place for you. We are a leading financial planning and investment advisory firm that is dedicated to helping individuals and families achieve their financial goals. We are currently seeking a talented and motivated individual to join our team as a Financial Planning Consultant.

About Wakefield, Craig

Wakefield, Craig is a well-established financial planning and investment advisory firm that has been serving clients for over 20 years. Our team of experienced professionals is committed to providing personalized financial solutions to help our clients grow and protect their wealth. We offer a comprehensive range of financial services, including retirement planning, investment management, estate planning, and risk management.

Job Responsibilities

As a Financial Planning Consultant at Wakefield, Craig, you will be responsible for providing personalized financial advice and strategy to clients. Your main duties will include:

• Conducting in-depth financial analysis to assess clients’ current financial situation
• Developing customized financial plans that align with clients’ goals and objectives
• Implementing investment strategies and monitoring portfolio performance
• Providing ongoing financial guidance and support to clients
• Staying up-to-date on industry trends and regulatory changes

Qualifications

We are looking for candidates who possess the following qualifications:

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

Benefits

Wakefield, Craig offers a competitive salary and benefits package, including:

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

Apply Now

If you are passionate about helping clients achieve their financial goals and are looking for a rewarding career in the financial industry, we encourage you to apply for the Financial Planning Consultant position at Wakefield, Craig. To apply, please submit your resume and cover letter on this page.