Financial Planning Consultant Opportunity at Jhra

  • Location: Texas
  • Type: Full Time
  • Posted: December 20, 2023

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

Join Jhra as a Financial Planning Consultant!

About Us:

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!

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