Financial Planning Jobs at Tanglewood Legacy Advisors
Location: Texas
Type: Full Time
Posted: May 14, 2023
Industry: Private
Employment Type: Full Time
Work Hours: 8
Salary: $20 To $30/An Hour
Location: United States
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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
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
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.