Financial Services Professional
24 hours ago
Agrawal Associates is a well-established, client-centered financial planning practice dedicated to providing exceptional services in the high net worth market. With an entrepreneurial culture and a strong commitment to personal growth and development, we strive to attract and retain top professionals who share our passion for delivering outstanding results.
Compensation PackageWe offer a competitive total compensation package, including bonuses and rewards, that reflects our appreciation for the value our team members bring to our organization. In addition to a comprehensive benefits program, you can expect a generous salary of approximately $**80,000 per year**, taking into account the location and industry standards.
Job DescriptionThis exciting opportunity as an Associate Consultant is perfect for individuals who are looking to grow their career in a dynamic and supportive environment. As part of our team, you will be responsible for helping to drive business growth through various initiatives, such as:
- Providing support to senior consultants and contributing to client relationships;
- Reviewing and maintaining clients' investments in accordance with compliance regulations and company policies;
- Participating in business development activities and identifying new opportunities for growth;
With our emphasis on teamwork and collaboration, you will have the chance to work closely with experienced professionals and learn from their expertise. This role requires a self-motivated individual with excellent communication skills, a passion for networking, and a willingness to adapt to changing priorities.
Required Skills and QualificationsTo succeed in this position, you should possess:
- A minimum of 3-5 years of experience in the Financial Services Industry;
- Completion of necessary licensing requirements, including LLQP, CSC, and CPH;
- Completion of a post-secondary degree in a relevant business discipline, or a CFP or F.Pl designation would be an asset;
- Strong verbal and written communication skills and the ability to work effectively in a team environment.
We recognize that attracting and retaining talented individuals is crucial to our success. That's why we offer a range of benefits that support your overall well-being and career development. These include:
- A comprehensive benefits program that covers health, dental, and vision expenses;
- A generous retirement plan with employer matching contributions;
- Ongoing training and professional development opportunities;
- A modern work environment that fosters collaboration and creativity.
In addition to these benefits, you will have the chance to contribute to a diverse and inclusive workplace where everyone feels valued and respected. We are committed to creating a welcoming environment that allows individuals of all identities, expressions, and backgrounds to thrive and succeed in their careers.
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