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Financial Planning Expert

1 month ago

Reston, Virginia, United States Jones Financial Strategies Full time

Company Overview:

At Jones Financial Strategies, we empower individuals to achieve financial success and security through comprehensive financial planning solutions. Our team is dedicated to excellence and innovation, fostering an inclusive environment that values fresh perspectives and provides abundant growth opportunities.

Key Responsibilities:

  • Client Engagement: Conduct client meetings to gather financial information, understand goals, and assess risk tolerance.
  • Financial Analysis: Utilize advanced software tools to analyze financial data and develop personalized financial plans tailored to each client's unique circumstances.
  • Recommendations: Collaborate with experienced consultants to formulate strategic recommendations on investment strategies, retirement planning, tax optimization, and wealth preservation.
  • Education and Support: Provide ongoing support to clients by addressing inquiries, explaining financial concepts, and offering guidance on financial decisions.
  • Professional Development: Engage in continuous learning through structured training programs, industry certifications, and mentorship opportunities.

Qualifications:

  • Strong analytical skills and attention to detail
  • Excellent communication and interpersonal skills
  • Proactive attitude with a willingness to learn and adapt
  • Passion for helping others achieve financial success

Why Choose Us:

  • Training and Development: Receive comprehensive training and mentorship from seasoned professionals in financial planning.
  • Career Growth: Benefit from numerous opportunities for advancement and progression within our organization.
  • Impactful Work: Make a meaningful difference in the lives of individuals and families by helping them achieve their financial goals.
  • Inclusive Culture: Be part of a diverse team that values collaboration, innovation, and respect.
  • Competitive Compensation: Enjoy performance-based bonuses and a comprehensive benefits package.
  • Flexible Schedule: Work part-time with the flexibility to choose your own hours.

Job Type: Part-time

Pay: $120,000.00 per year

Benefits:

  • Flexible schedule

Work Setting:

  • Remote

Education:

  • High school diploma or equivalent (Required)

Work Location: Remote

We are seeking a dedicated and passionate individual to join our team at Jones Financial Strategies. If you are driven to help others achieve financial success and security, we encourage you to apply for this exciting opportunity.