Financial Planning Consultant at Ameriprise Financial Services

  • Location: Texas
  • Type: Full Time
  • Posted: May 17, 2023

Industry: Private

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Our Team as a Financial Planning Consultant at Ameriprise Financial Services

About Us

Cynthia F Crump is a financial advisor at Ameriprise Financial Services, a leading financial planning company that is dedicated to helping individuals and families achieve their financial goals. With over 20 years of experience in the industry, Cynthia F Crump has built a reputation for providing personalized financial advice and exceptional client service.

Job Title: Financial Planning Consultant

Job Description

As a Financial Planning Consultant at Ameriprise Financial Services, you will have the opportunity to work closely with clients to develop comprehensive financial plans that align with their goals and objectives. You will be responsible for conducting in-depth financial analysis, recommending appropriate investment strategies, and providing ongoing guidance to help clients achieve financial success.

Key Responsibilities

  • Collaborate with clients to understand their financial goals and objectives
  • Conduct thorough financial analysis to identify opportunities and risks
  • Develop customized financial plans that address clients’ unique needs
  • Recommend appropriate investment strategies based on clients’ risk tolerance and time horizon
  • Monitor clients’ progress towards their goals and make adjustments as needed
  • Provide ongoing guidance and support to help clients stay on track

Qualifications

  • Minimum of 3 years of experience in financial planning or related field
  • Certified Financial Planner (CFP) designation preferred
  • Strong analytical skills and attention to detail
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Passion for helping clients achieve their financial goals

Benefits

At Ameriprise Financial Services, we value our employees and offer a comprehensive benefits package that includes competitive salary, health insurance, retirement savings plan, and opportunities for professional development and growth. In addition, you will have the opportunity to work with a team of experienced professionals who are committed to excellence and client satisfaction.

How to Apply

If you are passionate about helping clients achieve their financial goals and are looking for a rewarding career in financial planning, we encourage you to apply for the Financial Planning Consultant position at Ameriprise Financial Services. Please submit your resume and cover letter on this page.

Join Our Team

Join the team at Cynthia F Crump – Financial Advisor, Ameriprise Financial Services and make a difference in the lives of our clients. We look forward to welcoming you to our team!

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