Laminar Direct Capital – Hiring Financial Planners

  • Location: Texas
  • Type: Full Time
  • Posted: January 18, 2024

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

Laminar Direct Capital is Hiring Financial Planners!

About Us

Laminar Direct Capital is a leading investment management firm that specializes in providing tailored financial solutions to our clients. Our team of professionals is dedicated to helping individuals and businesses achieve their financial goals through sound investment strategies and expert advice.

Job Title: Financial Planner

Job Description

We are currently seeking experienced and motivated financial planners to join our team. As a financial planner at Laminar Direct Capital, you will be responsible for working closely with clients to develop personalized financial plans that align with their goals and objectives. You will provide expert guidance on a wide range of investment options and help clients make informed decisions about their financial future.

Responsibilities:

  • Meet with clients to assess their financial situation and goals
  • Develop comprehensive financial plans that include investment strategies, retirement planning, and risk management
  • Monitor and review client portfolios on a regular basis
  • Provide ongoing support and guidance to clients as they navigate the financial markets
  • Stay up-to-date on industry trends and market developments

Qualifications:

  • Minimum of 3 years of experience in financial planning or investment management
  • Professional certifications such as CFP or CFA preferred
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Benefits

At Laminar Direct Capital, we value our employees and offer a competitive benefits package that includes:

  • Competitive salary and bonus opportunities
  • 401(k) retirement plan with employer match
  • Health, dental, and vision insurance
  • Paid time off and holidays
  • Professional development opportunities

How to Apply

If you are passionate about helping clients achieve their financial goals and have the qualifications listed above, we encourage you to apply on this page. Join our team at Laminar Direct Capital and take the next step in your career as a financial planner!

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