Financial Planning Consultant Opportunity at G & K Financial Svc Inc

  • Location: Texas
  • Type: Full Time
  • Posted: November 17, 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

G & K Financial Svc Inc is Hiring Financial Planning Consultants

About Us

G & K Financial Svc Inc is a leading financial services firm that has been serving clients for over 20 years. Our team of dedicated professionals is committed to providing personalized financial planning and investment management services to help our clients achieve their financial goals. We pride ourselves on our integrity, expertise, and commitment to excellence.

Job Title: Financial Planning Consultant

Job Description

As a Financial Planning Consultant at G & K Financial Svc Inc, you will work closely with clients to develop comprehensive financial plans tailored to their unique needs and goals. You will analyze their current financial situation, identify areas for improvement, and provide recommendations on how to achieve their financial objectives. Your responsibilities will include:

  • Conducting in-depth financial analysis to understand clients’ financial goals and objectives
  • Creating personalized financial plans that align with clients’ goals and risk tolerance
  • Providing ongoing financial advice and guidance to help clients navigate complex financial decisions
  • Monitoring and adjusting financial plans as needed to ensure clients stay on track to meet their goals
  • Building and maintaining strong client relationships through regular communication and exceptional service
  • Staying current on industry trends and regulations to provide clients with the most up-to-date advice

Qualifications

We are seeking candidates who have a passion for helping clients achieve financial success and possess the following qualifications:

  • Minimum of 3 years of experience in financial planning or related field
  • Certified Financial Planner (CFP) designation preferred
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Detail-oriented with a high level of accuracy

Why Join G & K Financial Svc Inc?

  • Competitive salary and benefits package
  • Opportunity for career growth and advancement
  • Supportive and collaborative work environment
  • Continuing education and professional development opportunities
  • Chance to make a positive impact on clients’ financial well-being

How to Apply

If you are passionate about helping clients achieve their financial goals and want to join a dynamic team of professionals, apply now on this page. We look forward to reviewing your application and potentially welcoming you to the G & K Financial Svc Inc family.

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