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 Ward, Lee as a Financial Planning Consultant!

Are you passionate about helping individuals and families achieve their financial goals? Do you have a knack for providing sound investment advice? If so, Ward, Lee is looking for you to join our team as a Financial Planning Consultant.

About Ward, Lee

Ward, Lee is a leading investment advisory service firm that has been in the business for over 20 years. Our team of experienced professionals is dedicated to helping our clients secure their financial future through strategic financial planning and investment solutions. We believe in providing personalized services that are tailored to the unique needs and goals of each individual client.

Job Responsibilities

• Conduct comprehensive financial analyses for clients to assess their current financial situation
• Develop personalized financial plans and investment strategies based on clients’ goals and risk tolerance
• Provide ongoing financial guidance and support to clients to help them navigate complex financial decisions
• Stay informed about current market trends and investment opportunities to make informed recommendations to clients
• Collaborate with team members to ensure seamless service delivery and client satisfaction

Qualifications

• Minimum of a Bachelor’s degree in Finance, Economics, Business, or related field
• At least 3 years of experience in financial planning or investment advisory services
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation preferred

Why Join Ward, Lee?

At Ward, Lee, we value our employees and invest in their professional development. When you join our team, you’ll have access to:

• Competitive salary and benefits package
• Ongoing training and career advancement opportunities
• A supportive and collaborative work environment
• The opportunity to work with a diverse client base and make a real impact on their financial well-being

How to Apply

If you’re ready to take your career in financial planning to the next level, apply for the Financial Planning Consultant position at Ward, Lee today! Visit our careers page to submit your application.