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 at Carl F. Vincent and Associates – Ameriprise Financial Services

About Us

Carl F. Vincent and Associates is a leading financial planning firm dedicated to helping our clients achieve their financial goals. As an Ameriprise Financial Services franchise, we have a strong reputation for providing personalized and comprehensive financial planning services to individuals and families.

We are Hiring: Financial Planning Consultant

We are currently looking for a dedicated and passionate Financial Planning Consultant to join our team. This role offers a unique opportunity to work closely with our clients to develop personalized financial plans that align with their long-term goals and aspirations.

Key Responsibilities:

• Conduct financial analysis and create customized financial plans for clients
• Provide recommendations on investment strategies, retirement planning, and estate planning
• Monitor and review clients’ financial plans regularly to ensure alignment with their objectives
• Develop strong relationships with clients and provide ongoing financial guidance and support
• Stay up-to-date on industry trends and regulations to provide accurate and relevant advice

Qualifications:

• Bachelor’s degree in Finance, Business, or related field
• Certified Financial Planner (CFP) designation preferred
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Prior experience in financial planning or investment advisory

Financial Planner

If you are a seasoned Financial Planner looking for a new challenge, we also have opportunities available for experienced professionals. As a Financial Planner at Carl F. Vincent and Associates, you will have the opportunity to work with a diverse clientele and provide comprehensive financial planning services.

Key Responsibilities:

• Collaborate with clients to develop personalized financial plans tailored to their specific needs
• Assist clients with retirement planning, investment management, and risk management strategies
• Provide ongoing financial education and guidance to help clients achieve their financial goals
• Participate in team meetings and trainings to stay current on industry best practices

Qualifications:

• Minimum of 3 years of experience as a Financial Planner
• Series 7 and 66 licenses required
• Proven track record of success in developing and implementing financial plans
• Strong understanding of investment products and financial markets
• Ability to work independently and as part of a team

Financial Services Specialist

Are you a dynamic and motivated individual interested in a career in financial services? We are also looking for Financial Services Specialists to join our team. This role will involve assisting our Financial Planning Consultants and Financial Planners in providing exceptional service to our clients.

Key Responsibilities:

• Support Financial Planning Consultants in preparing financial plans and presentations
• Assist clients with account maintenance and paperwork processing
• Conduct research on investment products and financial trends
• Communicate with clients to address their inquiries and provide updates on their accounts

Qualifications:

• Associate’s degree in Finance, Business, or related field
• Strong attention to detail and organizational skills
• Excellent communication and customer service skills
• Ability to multitask and prioritize in a fast-paced environment
• Interest in pursuing a career in financial planning or advisory services

Why Choose Us?

At Carl F. Vincent and Associates – Ameriprise Financial Services, we offer a collaborative and supportive work environment where you can grow and develop your career in the financial services industry. We provide ongoing training and professional development opportunities to help you succeed in your role.

If you are passionate about helping others achieve their financial goals and are looking for a rewarding career in financial planning, we encourage you to apply to join our team. Please submit your application on this page.