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 Pennington, Darrell, AGT!

Financial Planning Consultant Position

Pennington, Darrell, AGT is a leading financial services firm that provides personalized financial planning and investment advisory services to our clients. We are currently seeking a talented and motivated Financial Planning Consultant to join our team.

As a Financial Planning Consultant at Pennington, Darrell, AGT, you will have the opportunity to work closely with our clients to develop customized financial plans that align with their goals and objectives. You will analyze their financial situation, provide personalized recommendations, and help them navigate complex financial decisions. This role requires strong analytical skills, attention to detail, and excellent communication abilities.

Key responsibilities include:

• Conducting comprehensive financial planning assessments for clients
• Developing personalized financial plans based on individual client needs
• Providing ongoing financial guidance and advice to clients
• Assisting with investment management and portfolio analysis
• Collaborating with other team members to ensure exceptional client service

Qualifications:

• Minimum of 3 years of experience in financial planning or related field
• Certified Financial Planner (CFP) designation preferred
• Strong knowledge of investment products and strategies
• Excellent interpersonal skills and ability to build relationships with clients
• Proficiency in financial planning software and Microsoft Office suite

At Pennington, Darrell, AGT, we value professional development and offer opportunities for growth and advancement within the company. We provide a competitive salary, benefits package, and a collaborative work environment where your contributions are valued.

If you are passionate about helping individuals achieve their financial goals and have a strong background in financial planning, we encourage you to apply for the Financial Planning Consultant position at Pennington, Darrell, AGT. Join us in making a positive impact on our clients’ financial futures.

To apply for this position, please visit our careers page on our website.

Investment Advisory Service Position

Are you a seasoned financial professional with expertise in investment advisory services? Pennington, Darrell, AGT is looking for a dedicated Investment Advisory Service professional to join our team.

As an Investment Advisory Service team member, you will be responsible for providing strategic investment advice to our clients, managing their portfolios, and staying informed about market trends and opportunities. This role requires a strong understanding of investment products, risk management, and client relationship management.

Key responsibilities include:

• Conducting investment research and analysis
• Developing investment strategies tailored to individual client needs
• Monitoring and managing client portfolios
• Providing regular updates and recommendations to clients
• Staying current on market trends and economic news

Qualifications:

• Minimum of 5 years of experience in investment advisory services
• Series 7 and Series 66 licenses required
• Strong knowledge of financial markets and investment products
• Excellent communication and presentation skills
• Proven track record of building and maintaining client relationships

At Pennington, Darrell, AGT, we are committed to providing our clients with the highest level of service and expertise. As part of our Investment Advisory Service team, you will have the opportunity to make a meaningful impact on our clients’ financial success.

If you have a passion for investment advisory services and a desire to help clients achieve their financial goals, we invite you to apply for the Investment Advisory Service position at Pennington, Darrell, AGT. Join us in delivering exceptional investment advice and service to our clients.

To apply for this position, please visit our careers page on our website.

Financial Planner Position

Do you have a knack for financial planning and a passion for helping individuals achieve their financial goals? Pennington, Darrell, AGT is looking for a dedicated Financial Planner to join our team.

As a Financial Planner at Pennington, Darrell, AGT, you will work closely with clients to develop comprehensive financial plans, analyze their financial situation, and provide strategic recommendations to help them achieve their objectives. This role requires strong organizational skills, attention to detail, and a client-centric approach.

Key responsibilities include:

• Meeting with clients to assess their financial goals and objectives
• Developing customized financial plans and strategies
• Providing ongoing financial advice and guidance
• Assisting clients with investment decisions and portfolio management
• Monitoring and adjusting financial plans as needed

Qualifications:

• Minimum of 2 years of experience in financial planning or related field
• Bachelor’s degree in finance, economics, or a related field
• Strong knowledge of financial planning concepts and strategies
• Ability to communicate complex financial information in a clear and concise manner
• Detail-oriented and able to multitask effectively

At Pennington, Darrell, AGT, we are dedicated to helping our clients achieve their financial dreams. As a Financial Planner, you will play a crucial role in providing the guidance and support that our clients need to succeed.

If you have a passion for financial planning and a desire to make a difference in the lives of others, we encourage you to apply for the Financial Planner position at Pennington, Darrell, AGT. Join us in helping our clients build a secure financial future.

To apply for this position, please visit our careers page on our website.