Financial Planning Expert

1 week ago


Houston, Texas, United States CCG Business Solutions, LLC Full time
{"Overview": "

At CCG Business Solutions, LLC, we are seeking a highly skilled Financial Planning Expert to join our team. As a key member of our organization, you will be responsible for providing personalized financial planning and investment management services to our clients.

","Key Responsibilities": "

- Develop and implement comprehensive financial plans tailored to each client's unique needs and goals.
- Provide expert investment advice and portfolio management services to ensure optimal returns and risk management.
- Conduct thorough financial analysis, including tax planning, estate planning, and retirement planning.
- Prepare and review financial reports, including account statements, financial statements, and tax returns.
- Identify and recommend financial products and services to clients, including securities, mutual funds, insurance products, and other investment vehicles.
- Build and maintain strong relationships with clients to ensure their ongoing financial well-being and satisfaction.
- Stay up-to-date on market trends, regulatory changes, and industry developments to maintain expertise in financial services.

","Why Choose Us": "

- Support Structure: Our clients provide the necessary support to reduce operational challenges, allowing you to better serve your clients with less stress.
- Growth Potential: With the proper support, you can significantly grow your client portfolios and, consequently, the valuation of your business.
- Succession Planning: We offer well-structured succession plans, ensuring a smooth transition and maximizing the value of your business.
- Comprehensive Benefits: Depending on your goals, available options may include base salary, benefits, office facilities, support staff, compliance expertise, and more.

","Requirements": "

- Must manage a minimum book of business of $30-40 million.
- Should not have been recently terminated from another advisor role and must be free from any non-compete or non-solicit agreements.
- Located in North America.
- May be an independent advisor looking for a stronger support structure or a better growth platform.
- Succession Planning: May be seeking a team or firm that offers an exit strategy or succession plan.
- Growth-Oriented: Could be part of a small group of advisors looking for enhanced marketing and operational support to drive more rapid growth.

"}

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