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

J B 3 Financial Group Job Advertisement

Financial Planning Consultant

Are you a passionate and dynamic individual looking to make a mark in the financial industry? J B 3 Financial Group is seeking a Financial Planning Consultant to join our team. As a leading financial services provider, we offer comprehensive and personalized financial planning solutions to meet our clients’ needs.

Key Responsibilities:

• Develop and implement financial plans for clients based on their goals and objectives
• Provide recommendations on investment strategies, retirement planning, tax planning, and risk management
• Conduct regular reviews and updates of clients’ financial plans to ensure alignment with their changing circumstances
• Build and maintain strong relationships with clients through effective communication and personalized service

Qualifications:

• Bachelor’s degree in Finance, Business, or a related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning or a related role
• Strong analytical skills and attention to detail
• Excellent interpersonal and communication skills

Benefits:

• Competitive salary and performance-based bonuses
• Health, dental, and vision insurance coverage
• Retirement savings plan with employer matching
• Professional development opportunities and ongoing training

Investment Advisory Service

J B 3 Financial Group is looking for a talented Investment Advisor to join our team. As an Investment Advisory Service provider, we strive to deliver superior investment solutions and personalized advice to help clients achieve their financial goals.

Key Responsibilities:

• Conduct thorough research and analysis of market trends, investment products, and opportunities
• Develop customized investment strategies and portfolios based on clients’ risk tolerance and financial objectives
• Monitor and evaluate the performance of clients’ investments on an ongoing basis
• Provide timely and accurate investment recommendations and updates to clients

Qualifications:

• Bachelor’s degree in Finance, Economics, or a related field
• Series 7 and Series 66 licenses required
• Minimum of 5 years of experience in investment advisory or wealth management
• Proven track record of successfully managing client portfolios and generating returns
• Strong knowledge of financial markets, products, and regulatory requirements

Benefits:

• Competitive base salary and commission structure
• Health and wellness benefits, including gym membership reimbursement
• Paid time off and holidays
• Mentorship and support from senior advisors

Financial Services

If you have a passion for helping clients achieve their financial goals and have a strong background in financial services, J B 3 Financial Group wants you on our team. We are looking for dedicated professionals who are committed to providing exceptional service and innovative solutions to our clients.

Key Responsibilities:

• Assess clients’ financial situations and develop strategies to help them achieve their objectives
• Recommend financial products and services that align with clients’ needs and goals
• Provide ongoing support and guidance to clients to help them navigate financial decisions
• Stay current on industry trends, regulations, and best practices in financial services

Qualifications:

• Bachelor’s degree in Finance, Economics, or a related field
• Series 7 and Series 63 licenses preferred
• Minimum of 2 years of experience in financial services or related field
• Strong attention to detail and organizational skills
• Excellent communication and client relationship management abilities

Benefits:

• Competitive salary and performance incentives
• Comprehensive benefits package, including health and retirement plans
• Ongoing training and development opportunities
• Work-life balance and flexible scheduling options

If you are interested in joining the J B 3 Financial Group team and making a positive impact on clients’ financial futures, please apply on this page. We look forward to reviewing your application!