What are the responsibilities and job description for the Financial Planning Consultant position at Angela Askew Consulting, Indexed Financial?
Company Description
We do more than just provide financial services. We help guide people to a better future.
Since our founding, every decision has been guided by our mission to help individuals create the life they want to live, while protecting their loved ones and planning their financial legacy.
Offering access to a diverse portfolio of insurance, retirement, savings, and wealth-building strategies, our licensed agents across North America help guide individuals from where they are to where they want to be.
Our agents share financial knowledge, best practices, and strategies for life insurance protection, retirement savings and education planning to help clients build better futures.
We help make the idea of financial independence and financial security accessible to a diverse group of people from a wide range of backgrounds.
We offer access to our robust financial professional platform to those that are looking to create a full-time or part-time business. No matter which you choose, we are here to support the growth of your business.
Role Description
This is a full-time on-site role for a Financial Planning Consultant at Angela Askew Consulting, Indexed Financial, located in the Detroit Metropolitan Area. The Financial Planning Consultant will be responsible for providing financial planning, retirement planning, investment advice, and financial services to clients.
Qualifications
- Financial Planning and Retirement Planning skills
- Experience in Investments and Finance
- Knowledge of Financial Services
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Certification in Financial Planning (e.g., CFP) is a plus
- Bachelor's degree in Finance, Accounting, Economics, or related field