Industry: Financial Planning Consultants,Investment Advisory Service,Financial Planners

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join the Team at Barbara Paige – Financial Advisor, Ameriprise Financial Services

Financial Planning Consultants Wanted

If you have a passion for helping individuals achieve their financial goals and are looking for a rewarding career in financial planning, then Barbara Paige – Financial Advisor at Ameriprise Financial Services is looking for you! We are seeking talented and motivated Financial Planning Consultants to join our team and help clients navigate their financial futures with confidence.

What We Offer:

• Competitive salary and benefits package
• Ongoing training and professional development opportunities
• Supportive team environment
• Opportunity for career advancement

Responsibilities:

• Conduct comprehensive financial reviews with clients to assess their current financial situation and develop personalized financial plans
• Provide recommendations on investments, retirement planning, insurance, estate planning, and other financial strategies
• Monitor and review client portfolios regularly to ensure alignment with financial goals
• Build and maintain relationships with clients to provide ongoing support and guidance
• Stay current on financial industry trends and regulations

Qualifications:

• Bachelor’s degree in Finance, Business, or related field
• FINRA Series 7 and 66 licenses required
• CFP (Certified Financial Planner) designation preferred
• Minimum of 2 years of experience in financial planning or related field
• Strong communication and interpersonal skills
• Detail-oriented and organized

Investment Advisory Service Position Available

Barbara Paige – Financial Advisor at Ameriprise Financial Services is currently looking for experienced Investment Advisory Service professionals to join our team. If you have a proven track record of success in managing investments and providing top-notch financial advice to clients, we want to hear from you!

What We Offer:

• Competitive compensation package
• Access to cutting-edge technology and tools
• Supportive team environment
• Opportunity for professional growth and development

Responsibilities:

• Manage client investment portfolios according to their financial goals and risk tolerance
• Develop and implement investment strategies based on rigorous research and analysis
• Monitor and adjust client portfolios as needed to optimize performance
• Keep abreast of market trends and economic indicators to inform investment decisions
• Provide exceptional customer service and build long-lasting relationships with clients

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field
• FINRA Series 7 and 66 licenses required
• CFA (Chartered Financial Analyst) designation preferred
• Minimum of 3 years of experience in investment advisory or wealth management
• Proven track record of success in managing client portfolios
• Excellent analytical and problem-solving skills

Financial Planners Wanted

Are you a seasoned Financial Planner looking to take your career to the next level? Barbara Paige – Financial Advisor at Ameriprise Financial Services is seeking experienced professionals to join our team and help clients achieve their financial dreams.

What We Offer:

• Competitive base salary plus commission
• Comprehensive benefits package
• Opportunity for growth and advancement
• Supportive and collaborative team environment

Responsibilities:

• Develop custom financial plans for clients based on their individual objectives and risk tolerance
• Provide recommendations on investments, retirement planning, tax strategies, and estate planning
• Conduct regular reviews with clients to track progress towards financial goals
• Stay informed on industry best practices and regulatory changes
• Deliver exceptional customer service and build strong relationships with clients

Qualifications:

• Bachelor’s degree in Finance, Accounting, or related field
• FINRA Series 7 and 66 licenses required
• CFP (Certified Financial Planner) designation
• Minimum of 5 years of experience in financial planning
• Proven track record of success in developing and implementing financial plans
• Strong communication and interpersonal skills

Apply Today!

If you are a driven and client-focused individual with a passion for financial planning, we want to hear from you! Apply now on this page for the Financial Planning Consultant, Investment Advisory Service, or Financial Planner position at Barbara Paige – Financial Advisor, Ameriprise Financial Services.