Industry: Financial Planning Consultants,Investments,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 our team at Womack Gilman Investment Services Inc!

About Us:

Womack Gilman Investment Services Inc is a leading investment advisory firm that helps clients achieve their financial goals. With over 20 years of experience in the industry, our team of experts is dedicated to providing personalized financial planning and investment solutions to individuals and businesses.

We are currently hiring for the following positions:

1. Financial Planning Consultant

As a Financial Planning Consultant at Womack Gilman Investment Services Inc, you will work closely with clients to develop customized financial plans tailored to their specific needs and goals. You will analyze their current financial situation, identify areas for improvement, and provide recommendations on how to reach their financial objectives.

Responsibilities:

– Conduct comprehensive financial analyses for clients
– Develop and present personalized financial plans
– Monitor and adjust plans as needed based on client’s changing circumstances
– Provide ongoing financial guidance and support to clients

Requirements:

– Bachelor’s degree in Finance, Business, or related field
– Certified Financial Planner (CFP) designation preferred
– Strong analytical and problem-solving skills
– Excellent communication and interpersonal abilities

2. Investment Advisor

As an Investment Advisor at Womack Gilman Investment Services Inc, you will help clients manage their investment portfolios and make informed decisions about their financial future. You will stay up-to-date on market trends, conduct research on investment opportunities, and provide recommendations based on clients’ risk tolerance and investment goals.

Responsibilities:

– Analyze market trends and investment opportunities
– Develop investment strategies tailored to clients’ needs
– Monitor and adjust client portfolios as needed
– Provide ongoing investment advice and support to clients

Requirements:

– Bachelor’s degree in Finance, Economics, or related field
– Series 7 and Series 66 licenses
– Proven track record of successful investment management
– Strong understanding of financial markets and investment products

3. Investment Advisory Service Specialist

As an Investment Advisory Service Specialist at Womack Gilman Investment Services Inc, you will be responsible for assisting clients with opening and managing their investment accounts. You will provide support to our team of advisors, coordinate client meetings, and ensure that all client requests are handled promptly and accurately.

Responsibilities:

– Assist clients with account opening and maintenance
– Coordinate client meetings and schedule appointments
– Handle client inquiries and requests in a timely manner
– Maintain accurate client records and documentation

Requirements:

– Bachelor’s degree in Finance, Business Administration, or related field
– Customer service experience in a financial services setting
– Strong attention to detail and organizational skills
– Ability to work effectively in a fast-paced environment

Why work for Womack Gilman Investment Services Inc?

– Competitive salary and benefits package
– Opportunities for professional growth and advancement
– Supportive and collaborative work environment
– Chance to make a real difference in clients’ financial lives

If you are passionate about finance and helping others achieve their financial goals, we want to hear from you! Apply now to join our team at Womack Gilman Investment Services Inc.

Apply on this page.