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Financial Planning Specialist

2 months ago

Red Bank, New Jersey, United States Weibermacht Consulting and Staffing Firm Full time
About the Role

We are seeking a highly skilled and motivated Financial Planning Specialist to join our team at Weibermacht Consulting and Staffing Firm. As a Financial Planning Specialist, you will play a critical role in helping our clients achieve their financial goals by developing and implementing comprehensive financial plans.

Key Responsibilities
  • Work with clients to understand their financial objectives and develop tailored financial solutions to meet their needs.
  • Conduct thorough financial analyses to identify areas for improvement and provide recommendations for investment and insurance strategies.
  • Collaborate with our team of financial experts to provide clients with a comprehensive range of financial services, including retirement planning, estate planning, and business planning.
  • Develop and maintain strong relationships with clients to ensure their ongoing financial success.
Requirements
  • High School Diploma or higher.
  • Ability to commute to or relocate to our office location.
  • Full-time availability.
What We Offer
  • A competitive salary range of $80,000 to $120,000 per year.
  • A comprehensive benefits package, including dental insurance, flexible schedule, health insurance, retirement plan, and vision insurance.
About Us

Weibermacht Consulting and Staffing Firm is a leading provider of staffing and consulting services to businesses across various industries. We are committed to delivering exceptional results and building long-term relationships with our clients and partners.