Jhra is a leading financial services company dedicated to providing expert financial planning and investment services to our clients. With over 20 years of experience in the industry, we have built a reputation for excellence and innovation in the field of financial planning.
Job Title: Financial Planning Consultant
Job Responsibilities:
Work with clients to determine their financial goals and create personalized financial plans.
Provide expert advice on investments, retirement planning, estate planning, and insurance to help clients achieve their financial objectives.
Stay up-to-date on market trends and developments to provide the most current information to clients.
Build and maintain strong relationships with clients to ensure their financial needs are met.
Collaborate with other team members to provide comprehensive financial planning solutions.
Participate in training and professional development opportunities to enhance skills and knowledge.
Qualifications:
Bachelor’s degree in Finance, Business, Economics, or related field.
Certification as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) preferred.
Minimum of 3 years of experience in financial planning or related field.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.
Benefits:
Competitive salary based on experience and qualifications.
Health insurance and retirement savings options.
Paid time off and holidays.
Ongoing training and professional development opportunities.
Opportunity for advancement within the company.
How to Apply:
If you are passionate about helping others achieve their financial goals and have the qualifications and experience to succeed as a Financial Planning Consultant at Jhra, please apply on this page.
We look forward to reviewing your application and discussing how you can become a valuable member of our team at Jhra!