Tpkv Financial is a leading financial services company specializing in retirement planning services. We strive to help our clients achieve their long-term financial goals and secure their financial future through sound financial planning.
Position: Financial Planning Consultant
Job Description:
We are currently seeking a dedicated and experienced Financial Planning Consultant to join our team. The successful candidate will be responsible for providing financial planning advice and guidance to our clients on a wide range of financial matters, including retirement planning, investments, insurance, and tax planning.
Key Responsibilities:
Conduct comprehensive financial assessments for clients to determine their financial goals and objectives.
Develop and implement personalized financial plans tailored to each client’s unique needs and circumstances.
Provide ongoing financial guidance to clients and regularly review and adjust their financial plans as needed.
Stay up-to-date on the latest financial trends, products, and regulations to provide clients with accurate and relevant advice.
Qualifications:
Minimum of 3 years of experience as a Financial Planning Consultant or similar role.
Bachelor’s degree in Finance, Business, Economics, or related field.
Certified Financial Planner (CFP) designation is preferred.
Strong knowledge of financial planning principles, products, and strategies.
Excellent analytical and problem-solving skills.
Exceptional communication and interpersonal skills.
Benefits:
Competitive salary commensurate with experience.
Health insurance and retirement benefits package.
Ongoing professional development and training opportunities.
Collaborative and supportive work environment.
How to Apply:
If you are passionate about helping clients achieve their financial goals and have the qualifications and experience required for this position, please apply on this page. We look forward to hearing from you!
About Tpkv Financial
Tpkv Financial is committed to providing personalized financial planning services to help our clients achieve financial security and peace of mind. Our team of experienced financial professionals is dedicated to delivering tailored solutions that meet our clients’ individual needs and goals.
