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

Brogdon Financial Solutions

Join Our Team as a Financial Planner

Are you a financial professional looking to make a positive impact in people’s lives? Do you have a passion for helping clients achieve their financial goals? Brogdon Financial Solutions is seeking a dedicated and experienced Financial Planner to join our team. You will have the opportunity to work with a diverse client base and provide comprehensive financial planning services to help them secure their financial future.

About Us:

Brogdon Financial Solutions is a leading financial planning firm that specializes in retirement planning, investment management, and estate planning. With over 20 years of experience in the industry, we have helped countless individuals and families achieve their financial goals. Our team of professionals is committed to providing personalized and holistic financial advice to our clients.

Job Responsibilities:

• Conduct thorough financial analyses to understand clients’ current financial situations and goals
• Develop personalized financial plans that align with clients’ objectives and risk tolerances
• Recommend appropriate investment strategies and asset allocation models
• Monitor clients’ portfolios and make adjustments as needed based on market conditions
• Provide ongoing financial education and guidance to help clients make informed decisions
• Collaborate with other team members to deliver a seamless client experience

Qualifications:

• Minimum of 3 years of experience in financial planning or related field
• Certified Financial Planner (CFP) designation preferred
• Strong knowledge of investment products, retirement planning strategies, and tax laws
• Excellent analytical and problem-solving skills
• Effective communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits:

• Competitive salary and bonus structure
• Health, dental, and vision insurance
• 401(k) retirement plan with company match
• Paid time off and holidays
• Ongoing professional development and training opportunities

If you are passionate about helping clients achieve their financial goals and are looking for a rewarding career opportunity, we encourage you to apply for a Financial Planner position at Brogdon Financial Solutions. Please submit your resume and cover letter on this page.