Financial Planning Consultant Position at Ostrow Financial Group

  • Location: Texas
  • Type: Full Time
  • Posted: August 11, 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

Join Ostrow Financial Group as a Financial Planning Consultant

Are you looking for a challenging and rewarding career in the financial services industry? Look no further than Ostrow Financial Group! We are a leading financial planning firm dedicated to helping our clients achieve their financial goals through personalized strategies and excellent customer service.

Position: Financial Planning Consultant

As a Financial Planning Consultant at Ostrow Financial Group, you will have the opportunity to work directly with clients to develop comprehensive financial plans tailored to their individual needs. You will be responsible for analyzing their current financial situation, identifying their goals, and recommending strategies to help them reach those goals. You will also provide ongoing support and guidance to help clients stay on track and make adjustments as needed.

Key Responsibilities:

  • Conduct in-depth financial analysis for clients
  • Develop personalized financial plans based on client goals
  • Recommend investment strategies and products
  • Provide ongoing support and guidance to clients
  • Stay up-to-date on industry trends and best practices

Qualifications:

  • Bachelor’s degree in Finance, Economics, or related field
  • Series 7 and Series 66 licenses
  • CFP certification preferred
  • 2+ years of experience in financial planning or related field
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities

About Ostrow Financial Group

Ostrow Financial Group is a well-established financial planning firm with a strong reputation for excellence and integrity. We are committed to providing our clients with the highest level of service and expertise to help them achieve their financial goals. Our team of dedicated professionals has decades of experience in the industry and is passionate about helping clients secure their financial futures.

Benefits:

  • Competitive salary and bonus structure
  • Comprehensive benefits package, including health insurance and retirement plans
  • Professional development opportunities
  • Positive and collaborative work environment
  • Opportunity for advancement within the company

How to Apply:

If you are interested in joining our team as a Financial Planning Consultant, please submit your resume and cover letter on our Careers page. We look forward to hearing from you!

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