About the role
As a Financial Planning Consultant, you will analyze clients' financial situations and develop tailored financial plans that align with their goals. You will work independently, providing recommendations on investments, savings, and retirement planning. This part-time role is perfect for seasoned professionals seeking flexibility while helping clients achieve financial security.
You will conduct financial assessments and present personalized strategies, while also keeping abreast of market trends and regulatory changes. The ideal candidate will have extensive experience in wealth management and strong interpersonal skills to build lasting client relationships. Our client supports professional development and offers a collaborative remote work environment.
What you'll do
- Analyze client financial situations
- Develop tailored financial plans
- Provide investment recommendations
- Maintain client relationships
What you'll need
- Bachelor's degree in finance or related field
- 4-8 years of experience in financial planning
- Strong analytical skills
Skills
Good to have
Benefits
- Flexible part-time hours
- Competitive compensation
- Opportunities for professional development
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