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

Miles Wealth Management Job Advertisement

About Us

Miles Wealth Management is a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, we offer comprehensive financial planning and wealth management solutions to our clients.

Position: Financial Planning Consultant

Job Description

As a Financial Planning Consultant at Miles Wealth Management, you will work closely with clients to develop customized financial plans tailored to their specific needs and objectives. You will provide expert guidance on investment strategies, retirement planning, tax optimization, risk management, and estate planning. Your role will involve analyzing financial data, assessing clients’ financial situations, and recommending suitable financial products and services.

Key Responsibilities

• Conduct in-depth financial analysis and evaluation for clients
• Create comprehensive financial plans based on clients’ goals and objectives
• Collaborate with clients to implement and monitor financial plans
• Stay updated on industry trends and regulations to provide informed financial advice
• Build and maintain strong relationships with clients to ensure their financial success

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning or wealth management
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal abilities

Benefits

• Competitive salary and bonus structure
• Health and dental insurance coverage
• 401(k) retirement plan with employer match
• Paid vacation and holidays
• Professional development opportunities

How to Apply

If you are passionate about helping clients achieve their financial goals and meet the qualifications for this position, we invite you to apply on our careers page.

Join the Miles Wealth Management team and make a difference in the lives of our clients through expert financial planning and wealth management services. Apply today!