Industry: Financial Planning Consultants,Financial Planners,Financial Services

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 Navina Wealth – Ameriprise Financial Services

Financial Planning Consultant

Are you passionate about helping individuals achieve their financial goals? Do you thrive in a collaborative team environment where your expertise and insights can make a real difference in people’s lives? If so, Navina Wealth – Ameriprise Financial Services is looking for a talented Financial Planning Consultant to join our team.

About Us

Navina Wealth – Ameriprise Financial Services is a well-established financial planning firm that provides comprehensive financial planning services to clients in the greater metropolitan area. We take pride in helping individuals navigate complex financial decisions and create personalized financial plans tailored to their unique goals and circumstances.

Job Description

As a Financial Planning Consultant, you will work closely with our team of experienced financial planners to provide exceptional service to our clients. Your responsibilities will include:

• Conducting in-depth financial analysis to understand clients’ current financial situations
• Developing and presenting personalized financial plans to help clients achieve their financial goals
• Implementing investment strategies and monitoring portfolio performance
• Assisting clients with retirement planning, estate planning, and tax strategies
• Building strong relationships with clients and providing ongoing support and guidance

Requirements

We are looking for candidates who possess the following qualifications:

• Bachelor’s degree in Finance, Business, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 2 years of experience in financial planning or wealth management
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work collaboratively in a team-oriented environment

Financial Planner

About the Role

Are you a seasoned financial planner looking for a new opportunity to grow your career? Navina Wealth – Ameriprise Financial Services is seeking an experienced Financial Planner to join our dynamic team. In this role, you will have the opportunity to work with high-net-worth clients and provide comprehensive financial planning services to help them achieve their long-term financial objectives.

Responsibilities

As a Financial Planner, you will be responsible for:

• Conducting thorough financial analyses and creating customized financial plans
• Implementing investment strategies and managing client portfolios
• Providing guidance on retirement planning, estate planning, and tax strategies
• Building and maintaining strong relationships with clients to ensure their financial needs are met
• Staying current on industry trends and best practices in financial planning

Qualifications

The ideal candidate for this position will have:

• Bachelor’s degree in Finance, Business, or related field
• Certified Financial Planner (CFP) designation
• 5+ years of experience in financial planning or wealth management
• Proven track record of success in developing and implementing financial plans
• Strong communication skills and ability to explain complex financial concepts to clients
• Ability to work independently and as part of a team

Financial Services

Join Navina Wealth – Ameriprise Financial Services

If you are looking for a rewarding career in the financial services industry and have a passion for helping others achieve their financial goals, we invite you to apply to join our team at Navina Wealth – Ameriprise Financial Services. As a member of our team, you will have the opportunity to work with a diverse group of clients and make a meaningful impact on their financial well-being.

Apply now to be a part of a dynamic and supportive team that is committed to excellence in financial planning and wealth management. We look forward to hearing from you!

Apply on this page.