Financial Planning Consultant
1 week ago
We are looking for a Financial Planning Consultant to join our team at IDEX Consulting. The successful candidate will be responsible for providing expert financial planning advice to clients while ensuring compliance with regulatory requirements.
- Key Responsibilities:
- Develop and implement comprehensive financial plans for clients.
- Work closely with clients to understand their financial goals and objectives.
- Ensure that all financial planning advice is compliant with regulatory requirements.
Requirements:
- Minimum 5 years of experience in financial services with a strong understanding of financial planning principles.
- Strong communication and interpersonal skills.
- Salary Range: $70,000 - $90,000 per year, depending on qualifications and experience.
What We Offer:
- A competitive salary and benefits package.
-
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