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 the Team at Encap Investments LP

About Us

Encap Investments LP is a leading investment management firm that specializes in providing financial planning services to high-net-worth individuals, families, and institutions. With over $2 billion in assets under management, we are committed to delivering exceptional results for our clients through personalized investment strategies and expert advice.

We are Hiring: Financial Planning Consultant

As a Financial Planning Consultant at Encap Investments LP, you will have the opportunity to work closely with clients to develop comprehensive financial plans tailored to their specific needs and goals. This role requires a deep understanding of investment management, tax planning, retirement planning, and estate planning.

Responsibilities:

• Conduct in-depth financial analysis and develop personalized financial plans for clients
• Collaborate with investment advisors to implement investment strategies that align with clients’ objectives
• Provide ongoing support and guidance to clients to help them achieve their financial goals
• Stay current on market trends, regulatory changes, and industry best practices
• Build and maintain strong relationships with clients to ensure high satisfaction levels

Qualifications:

• Minimum of 5 years of experience in financial planning or investment management
• 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

Apply Now

If you are a talented and dedicated financial planning professional looking to join a dynamic team, we invite you to apply for the Financial Planning Consultant position at Encap Investments LP. Please submit your resume and cover letter on this page.

Benefits of Working at Encap Investments LP

At Encap Investments LP, we value our employees and offer a competitive compensation package that includes:

Benefits:

• Health, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off and holidays
• Professional development opportunities
• Opportunity for advancement within the company

Culture:

• Collaborative work environment
• Dedicated mentorship and training programs
• Team building activities and events
• Commitment to diversity and inclusion

Recognition:

• Employee recognition programs
• Performance-based bonuses
• Career growth opportunities

Join us at Encap Investments LP and take your career to the next level. Apply today!