Are you passionate about helping individuals and families achieve their financial goals? Do you have a strong background in investments, mutual funds, and financial planning? If so, Darrell Pennington – Private Wealth Advisor at Ameriprise Financial Services is looking for you to join our team as a Financial Planner!
Responsibilities:
Conduct comprehensive financial reviews with clients to understand their financial goals and objectives.
Create customized financial plans based on clients’ risk tolerance, investment objectives, and time horizon.
Recommend appropriate investment strategies, asset allocation, and mutual fund options to help clients achieve their financial goals.
Monitor clients’ portfolios and provide ongoing financial advice and guidance.
Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients’ financial plans.
Qualifications:
Bachelor’s degree in Finance, Economics, or related field.
Certification as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) preferred.
Minimum of 3 years of experience in financial planning, investments, and mutual funds.
Strong understanding of financial markets, investment products, and tax implications.
Excellent communication and interpersonal skills.
Benefits:
As a Financial Planner at Darrell Pennington – Private Wealth Advisor, you will have access to a comprehensive benefits package, including:
Competitive salary based on experience and qualifications.
Performance-based bonuses and incentives.
Health, dental, and vision insurance.
Retirement savings plan with employer match.
Paid time off and holidays.
Professional development opportunities.
About Darrell Pennington – Private Wealth Advisor:
Darrell Pennington is a seasoned Private Wealth Advisor at Ameriprise Financial Services with over 15 years of experience in the financial services industry. He is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. Darrell believes in building long-term relationships with clients based on trust, integrity, and transparency.
If you are a motivated and experienced Financial Planner looking to join a reputable financial advisory firm, apply to join our team at Darrell Pennington – Private Wealth Advisor, Ameriprise Financial Services today!
