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

Tanglewood Legacy Advisors – Join Our Team!

Job Title: Financial Planning Consultant

Tanglewood Legacy Advisors is a leading financial planning firm that specializes in providing comprehensive wealth management solutions to high-net-worth individuals and families. We are dedicated to helping our clients achieve their financial goals and secure their legacies for future generations. As we continue to grow, we are looking for a dynamic and experienced Financial Planning Consultant to join our team.

Key Responsibilities:

• Develop and implement personalized financial plans for clients based on their individual goals and risk tolerance
• Provide ongoing financial advice and guidance to clients to help them navigate complex financial challenges
• Conduct regular reviews of client portfolios to ensure alignment with their financial objectives
• Collaborate with other team members to deliver a seamless client experience
• Stay up-to-date on industry trends and best practices to enhance client outcomes

Qualifications:

• Minimum of 3 years of experience in financial planning or wealth management
• Certified Financial Planner (CFP) designation preferred
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits:

• Competitive salary and bonus structure
• Health, dental, and vision insurance
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Professional development opportunities

If you are passionate about helping clients achieve their financial dreams and are ready to take your career to the next level, we want to hear from you! Please apply on this page to be considered for the Financial Planning Consultant position at Tanglewood Legacy Advisors.

Job Title: Investment Advisory Service

Are you a seasoned investment professional looking for a new challenge? Tanglewood Legacy Advisors is seeking an experienced Investment Advisory Service specialist to join our team. Our firm is committed to delivering exceptional investment solutions to our clients and helping them build and preserve their wealth over the long term.

Key Responsibilities:

• Conduct thorough research and analysis to identify investment opportunities that align with client goals
• Create and implement customized investment strategies for clients based on their risk profile and financial objectives
• Monitor client portfolios and make adjustments as needed to optimize performance
• Stay informed on market trends and economic developments to provide informed investment advice
• Collaborate with other team members to deliver a comprehensive wealth management experience for clients

Qualifications:

• Minimum of 5 years of experience in investment management or financial advisory
• Chartered Financial Analyst (CFA) designation preferred
• Demonstrated track record of success in managing client portfolios
• Strong quantitative and qualitative analysis skills
• Excellent communication and presentation abilities

Benefits:

• Competitive compensation package
• Health, dental, and vision insurance
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Ongoing training and professional development opportunities

If you are a results-driven investment professional with a passion for helping clients achieve their financial goals, we want to hear from you! Please apply on this page to be considered for the Investment Advisory Service position at Tanglewood Legacy Advisors.

Job Title: Financial Planner

Do you have a knack for financial planning and a desire to make a positive impact on people’s lives? Tanglewood Legacy Advisors is looking for a dedicated Financial Planner to join our team. We are committed to providing holistic financial planning solutions to our clients and helping them secure their financial futures.

Key Responsibilities:

• Assess client financial goals, risk tolerance, and financial situation to develop comprehensive financial plans
• Recommend appropriate investment strategies and products to help clients achieve their objectives
• Guide clients through major life events and financial decisions with empathy and expertise
• Provide ongoing support and education to clients to help them stay on track with their financial goals
• Collaborate with team members to deliver a seamless client experience

Qualifications:

• Bachelor’s degree in finance, economics, or a related field
• Minimum of 2 years of experience in financial planning or advisory
• Series 7 and 63 licenses preferred
• Knowledge of financial planning software and tools
• Strong interpersonal and communication skills

Benefits:

• Competitive salary and performance-based bonuses
• Comprehensive benefits package
• Retirement savings plan with employer match
• Paid time off and flexible work arrangements
• Opportunities for advancement and professional development

If you are a detail-oriented and client-focused professional looking to make a difference in the lives of others, we want to hear from you! Please apply on this page to be considered for the Financial Planner position at Tanglewood Legacy Advisors.