Job Advertisement: Financial Planning Consultant at United Capital Partners

About United Capital Partners

United Capital Partners (UCP) is a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a wide range of services, UCP is committed to providing personalized solutions to meet the diverse needs of our clients.

Position: Financial Planning Consultant

United Capital Partners is currently seeking a motivated and experienced Financial Planning Consultant to join our team. The ideal candidate will have a strong background in financial planning, excellent communication skills, and a passion for helping clients navigate the complexities of financial management. This is an exciting opportunity for someone looking to further their career in the financial services industry.

Key Responsibilities

Conduct comprehensive financial analyses for clients to understand their current financial situation and goals
Develop personalized financial plans that align with clients’ objectives and risk tolerance
Assist clients in implementing investment strategies, retirement planning, estate planning, and tax planning
Provide ongoing support and advice to clients to help them achieve their financial goals
Stay up-to-date on market trends, regulations, and financial products to best serve clients

Qualifications

Bachelor’s degree in finance, economics, or related field
Industry certifications such as CFP, CFA, or ChFC preferred
Minimum of 3 years’ experience in financial planning or related field
Strong analytical skills and attention to detail
Excellent communication and interpersonal skills
Ability to work independently and as part of a team

Benefits

United Capital Partners offers a competitive salary and benefits package for all employees, including:

Health, dental, and vision insurance
401(k) retirement plan with employer match
Paid time off and holidays
Professional development opportunities
Opportunity for advancement within the company

How to Apply

If you are a dedicated professional with a passion for financial planning and helping clients achieve their goals, we encourage you to apply for the Financial Planning Consultant position at United Capital Partners. Please submit your resume and cover letter through our online application portal on this page.

United Capital Partners is an equal opportunity employer and welcomes candidates of all backgrounds to apply.

Financial Planning Consultant Job at United Capital Partners

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