Financial Planning Consultant Job Opportunity at Independent Financial

  • Location: Texas
  • Type: Full Time
  • Posted: July 6, 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 our team at Independent Financial

We are currently hiring Financial Planning Consultants

Are you looking to join a dynamic and forward-thinking financial services firm? Look no further than Independent Financial! We are a leading financial planning company dedicated to helping our clients achieve their financial goals. As we continue to grow, we are seeking motivated individuals to join our team as Financial Planning Consultants.

About Us

Independent Financial is a well-established financial services firm with over 20 years of experience in the industry. We pride ourselves on providing personalized and comprehensive financial planning services to individuals and businesses alike. Our team of dedicated professionals works collaboratively to deliver exceptional financial solutions to our clients.

Job Responsibilities

  • Conduct thorough financial analyses for clients to assess their current financial situation
  • Develop customized financial plans based on clients’ goals and objectives
  • Provide recommendations on investment strategies, retirement planning, and risk management
  • Assist clients in implementing and monitoring their financial plans
  • Stay up-to-date on industry trends and regulatory changes to ensure compliance

Qualifications

  • Bachelor’s degree in finance, economics, or related field
  • Certified Financial Planner (CFP) designation preferred
  • 2-5 years of experience in financial planning or wealth management
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills

Benefits

At Independent Financial, we value our employees and offer a competitive benefits package, including:

  • Health, dental, and vision insurance
  • 401(k) retirement plan with employer match
  • Paid time off and holidays
  • Professional development opportunities
  • A supportive and collaborative work environment

How to Apply

If you are passionate about financial planning and are looking to take the next step in your career, we want to hear from you! Please submit your resume and cover letter through the job posting on our website. We look forward to reviewing your application and potentially welcoming you to the Independent Financial team.

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