Financial Planning Consultant Position at Ameriprise Financial Services
Location: Texas
Type: Full Time
Posted: June 29, 2023
Industry: Private
Employment Type: Full Time
Work Hours: 8
Salary: $20 To $30/An Hour
Location: United States
To apply to this job please click the button
Full Job Description
Terry Bradford – Financial Advisor, Ameriprise Financial Services
Financial Planning Consultant Position Available
Terry Bradford, a reputable Financial Advisor at Ameriprise Financial Services, is currently seeking a motivated and dedicated individual to join his team as a Financial Planning Consultant. This is a fantastic opportunity for someone who is looking to grow their career in the financial services industry and work alongside an experienced professional in the field.
Key Responsibilities:
Conduct thorough financial analyses for clients to develop holistic financial plans
Provide personalized investment recommendations based on clients’ goals and risk tolerance
Assist clients with retirement planning, education funding, estate planning, and insurance needs
Maintain strong client relationships through regular communication and reviews of financial plans
Stay up-to-date on industry trends and changes in regulations to provide the best service to clients
Qualifications:
Bachelor’s degree in Finance, Business, Economics, or related field
Series 7 and 66 licenses required, CFP designation preferred
Minimum of 2 years experience in financial planning or related field
Excellent interpersonal and communication skills
Strong attention to detail and organizational skills
Benefits:
Competitive salary and bonus structure
Comprehensive benefits package including health insurance and retirement savings plan
Ongoing training and development opportunities
Supportive team environment with opportunities for growth
If you are passionate about helping clients achieve their financial goals and have the qualifications listed above, we encourage you to apply for the Financial Planning Consultant position with Terry Bradford at Ameriprise Financial Services. To submit your application, please click on the Apply Now button on this page.
