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 Yellowstone Capital as a Financial Planner

About Us

Yellowstone Capital is a leading provider of small business funding solutions, specializing in alternative financing for businesses across various industries. With a focus on speed, transparency, and customer service, we have been helping small businesses thrive since 2009. Our dedicated team of professionals is committed to providing creative financial solutions tailored to each client’s unique needs and goals.

We are Hiring

Are you a skilled Financial Planner looking to make a difference in the lives of small business owners? Yellowstone Capital is currently seeking experienced and motivated individuals to join our team. As a Financial Planner at Yellowstone Capital, you will have the opportunity to work with a diverse portfolio of clients, develop personalized financial plans, and support the growth and success of small businesses across the country.

Job Responsibilities

• Conduct comprehensive financial analyses to assess clients’ current financial status
• Develop customized financial plans and strategies to help clients achieve their financial goals
• Provide ongoing financial advice and guidance to clients on investment opportunities, retirement planning, and risk management
• Monitor and evaluate clients’ financial progress and make adjustments as needed
• Stay abreast of market trends, investment opportunities, and regulatory changes to best serve clients
• Collaborate with other team members to deliver integrated financial solutions

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning or investment advisory services
• Demonstrated knowledge of financial products, investment strategies, and tax implications
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits

At Yellowstone Capital, we value our employees and offer a competitive compensation package that includes:

• Medical, dental, and vision insurance
• 401(k) retirement savings plan with company match
• Paid time off and holidays
• Professional development and training opportunities
• A collaborative and supportive work environment

Apply Now

If you are passionate about helping small businesses succeed and have the qualifications and experience to excel as a Financial Planner at Yellowstone Capital, we encourage you to apply. Please submit your resume and cover letter on this page to be considered for this exciting opportunity. Join us in making a positive impact on the financial well-being of small business owners nationwide. Apply now and be a part of our dynamic team at Yellowstone Capital.