Financial Planning Consultant Job at GSO Capital Partners

  • Location: Texas
  • Type: Full Time
  • Posted: February 23, 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

GSO Capital Partners Job Advertisement: Financial Planning Consultant

About Us:

GSO Capital Partners is a global alternative asset manager specializing in credit strategies. We manage approximately $145 billion in assets for a diversified client base including pension funds, endowments, foundations, sovereign wealth funds, and individuals. Our team is made up of talented professionals who are dedicated to delivering superior investment performance and exceptional client service.

Position: Financial Planning Consultant

Location: New York, NY

Job Description:

As a Financial Planning Consultant at GSO Capital Partners, you will work closely with our clients to understand their financial goals and objectives. You will develop comprehensive financial plans that encompass investment management, retirement planning, tax strategies, estate planning, and risk management. You will provide ongoing support and guidance to help clients achieve their financial goals and make informed decisions.

Responsibilities:

  • Conduct in-depth financial analysis to assess clients’ current financial situation
  • Develop personalized financial plans tailored to clients’ needs and goals
  • Present financial plans to clients and provide recommendations
  • Monitor clients’ progress towards their financial goals and adjust plans as needed
  • Stay up-to-date on industry trends and regulatory changes that may impact clients’ financial planning

Qualifications:

  • Bachelor’s degree in Finance, Economics, Business, or related field
  • Certified Financial Planner (CFP) designation preferred
  • Minimum of 3-5 years of experience in financial planning or investment management
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Benefits:

  • Competitive salary and performance-based bonuses
  • Comprehensive health, dental, and vision insurance
  • 401(k) retirement plan with company match
  • Paid time off and holidays
  • Ongoing professional development and training opportunities

How to Apply:

If you are passionate about helping clients achieve their financial goals and have the qualifications and experience to excel in this role, we encourage you to apply on our Careers page. Join our dynamic team at GSO Capital Partners and make a difference in the lives of our clients. Apply today!

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