About the role
As a Financial Planning Consultant, you will assess clients' financial situations and create customized financial plans to help them reach their long-term objectives. Your role will involve conducting in-depth evaluations, developing investment strategies, and providing continuous support to ensure clients stay on track.
The ideal candidate will have a strong background in finance, along with exceptional advisory skills to foster enduring client relationships. This part-time position offers flexibility and the opportunity to work in a hybrid environment, making it an excellent choice for seasoned professionals seeking a balanced work-life dynamic.
What you'll do
- Conduct financial assessments and develop tailored plans.
- Advise clients on investment strategies and financial products.
- Monitor clients' financial progress and adjust plans as needed.
- Build and maintain strong client relationships.
What you'll need
- Bachelor's degree in finance or related field.
- 3-6 years of experience in financial planning or advisory roles.
- Certification in financial planning is a plus.
Skills
Good to have
Benefits
- Flexible working hours and hybrid work environment.
- Attractive commission structure on client referrals.
- Access to professional training and development programs.
Interested in this role?
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