Industry: Financial Planning Consultants,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 Wood Roberts as a Financial Planning Consultant

Wood Roberts is a leading financial services firm that has been providing comprehensive financial planning and investment management services to clients for over 20 years. We are currently seeking a motivated and experienced Financial Planning Consultant to join our team. This is an exciting opportunity for a candidate who is passionate about helping clients achieve their financial goals and wants to be a part of a dynamic and growing company.

Key Responsibilities:

• Provide comprehensive financial planning services to clients, including retirement planning, investment management, tax planning, estate planning, and insurance analysis
• Develop and implement customized financial plans based on clients’ goals, risk tolerance, and financial situation
• Conduct regular reviews with clients to monitor progress towards their goals and make necessary adjustments to their financial plans
• Build and maintain strong client relationships through regular communication and exceptional service
• Stay current on industry trends, regulatory changes, and best practices in financial planning
• Collaborate with other team members, including Financial Planners, Wealth Managers, and Investment Analysts, to deliver comprehensive financial solutions to clients

Qualifications:

• Minimum of 5 years of experience in financial planning or related field
• Certified Financial Planner (CFP) designation or equivalent required
• Bachelor’s degree in finance, economics, or related field
• Strong knowledge of financial planning principles, investment products, and tax regulations
• Excellent analytical and problem-solving skills
• Effective communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits:

• Competitive salary and bonus structure
• Comprehensive benefits package, including health insurance, retirement plan, and paid time off
• Opportunity for professional growth and development through ongoing training and education
• Work-life balance with flexible work schedule options
• Collaborative and supportive work environment

How to Apply:

If you are interested in joining our team as a Financial Planning Consultant, please submit your resume and cover letter through the application portal on our website. We look forward to reviewing your qualifications and discussing how you can contribute to the success of Wood Roberts.