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 Young, Shane – Financial Planning Consultants

At Young, Shane, we are dedicated to helping our clients achieve their financial goals through personalized and comprehensive financial planning services. We believe in building long-lasting relationships with our clients based on trust, integrity, and transparency. As a team of experienced financial professionals, we are committed to providing top-notch investment advisory services to individuals and businesses alike.

We are currently seeking skilled Financial Planning Consultants to join our team at Young, Shane.

Job Title: Financial Planning Consultant

Location: [City, State]

Job Type: Full-time

Responsibilities:

• Conduct comprehensive financial analysis for clients to assess their current financial situation and future goals
• Develop personalized financial plans that align with clients’ objectives and risk tolerance
• Provide investment advisory services to help clients make informed decisions on their portfolios
• Monitor and review clients’ financial plans regularly to ensure alignment with their changing circumstances
• Educate clients on various investment options, retirement planning strategies, and wealth management solutions
• Collaborate with other team members to deliver exceptional financial planning services

Requirements:

• Bachelor’s degree in Finance, Economics, Business, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning and investment advisory
• Strong knowledge of financial products, investment strategies, and market trends
• Excellent communication and interpersonal skills
• Ability to work independently and in a team environment
• Attention to detail and strong analytical skills

Benefits:

• Competitive salary based on experience and qualifications
• Health, dental, and vision insurance
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Opportunities for professional development and advancement
• Friendly and collaborative work environment

Join Us:

If you are passionate about helping clients achieve their financial goals and possess the skills and qualifications outlined above, we would love to hear from you. Apply now to join our team at Young, Shane and make a positive impact on the lives of our clients. You can submit your application on this page.