Financial Planning Consultant Job at Wayne Green – Raymond James: Apply Now!
Location: Texas
Type: Full Time
Posted: October 4, 2023
Industry: Private
Employment Type: Full Time
Work Hours: 8
Salary: $20 To $30/An Hour
Location: United States
To apply to this job please click the button
Full Job Description
Job Advertisement: Financial Planning Consultant at Wayne Green – Raymond James
About Us
Wayne Green – Raymond James is a highly respected financial services firm located in the heart of the city. We have been providing top-notch financial planning and investment advisory services to our clients for over 20 years. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals and secure their financial future.
We are Hiring: Financial Planning Consultant
Are you passionate about finance and helping others achieve their financial goals? Do you have a strong background in financial planning and investment advisory services? If so, we want to hear from you!
Key Responsibilities:
Conduct comprehensive financial assessments for clients to identify their financial goals and needs.
Develop personalized financial plans and investment strategies based on clients’ individual goals and risk tolerance.
Provide ongoing financial guidance and support to clients to help them stay on track towards their financial goals.
Monitor and adjust clients’ investment portfolios as needed to ensure optimal performance.
Stay up-to-date on the latest financial trends, market conditions, and regulatory changes.
Qualifications:
Bachelor’s degree in Finance, Business, or related field.
Minimum of 3 years of experience in financial planning and investment advisory services.
Strong analytical skills and attention to detail.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
What We Offer:
Competitive salary and benefits package.
Opportunity for professional growth and development.
Supportive and collaborative work environment.
Exposure to a diverse client base and challenging financial scenarios.
Access to cutting-edge financial tools and technology.
How to Apply
If you are ready to take the next step in your financial planning career and join our dynamic team, please apply on this page. We look forward to reviewing your application and potentially welcoming you to the Wayne Green – Raymond James family!
