What are the responsibilities and job description for the Financial Planning Consultant position at Crown Financial Group?
Overview
We are seeking a dedicated and knowledgeable Financial Advisor to join our team. The ideal candidate will possess a strong understanding of financial concepts and a passion for helping clients achieve their financial goals. As a Financial Advisor, you will be responsible for providing personalized financial advice, developing comprehensive financial plans, and guiding clients through investment strategies that align with their individual needs.
Duties
- Conduct thorough assessments of clients' financial situations to identify needs and goals.
- Develop customized financial plans that encompass wealth management, retirement planning, and investment strategies.
- Utilize financial software to analyze data and provide insights into market trends and investment opportunities.
- Perform detailed research on various financial products and services to recommend suitable options for clients.
- Maintain up-to-date knowledge of public accounting principles and regulations affecting clients' financial decisions.
- Foster strong relationships with clients through regular communication, follow-ups, and reviews of their financial progress.
- Provide education on financial concepts to empower clients in making informed decisions.
- Execute financial sales strategies to meet client needs while adhering to ethical standards.
Qualifications
- Proven experience in technical accounting or public accounting is preferred.
- Strong background in wealth management and financial planning.
- Proficiency in financial analysis with the ability to interpret complex data.
- Excellent math skills with a solid understanding of financial concepts.
- Familiarity with various financial software tools used for analysis and reporting.
- Exceptional communication skills, both verbal and written, to effectively convey information to clients.
- A proactive approach to research, staying informed about market trends and changes in the finance industry.
- Relevant certifications or licenses (e.g., CFP, CFA) are a plus but not mandatory.
Join our team as a Financial Advisor where you can make a significant impact on the lives of individuals by guiding them towards achieving their financial aspirations.
Job Type: Full-time
Pay: $42,000.00 - $124,000.00 per year
Compensation Package:
- Bonus opportunities
- Commission pay
Schedule:
- Monday to Friday
- Weekends as needed
Ability to Commute:
- Memphis, TN 38119 (Required)
Ability to Relocate:
- Memphis, TN 38119: Relocate before starting work (Required)
Work Location: In person
Salary : $42,000 - $124,000