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

Job Advertisement: Financial Advisor at Pete Goudeau III – Ameriprise Financial Services

About Us:

Pete Goudeau III – Financial Advisor, Ameriprise Financial Services is a highly reputable financial advisory firm dedicated to helping individuals achieve their financial goals through comprehensive financial planning and investment strategies. With over 20 years of experience in the industry, we pride ourselves on providing personalized solutions to our clients to help them secure their financial future.

We are currently seeking a talented and motivated individual to join our team as a Financial Advisor.

Job Title: Financial Advisor

Location: [Insert location here]

Job Type: Full-time

Responsibilities:

• Conduct financial assessments and develop customized financial plans for clients
• Provide expert advice on investments, retirement planning, insurance, tax strategies, and estate planning
• Build long-lasting relationships with clients and help them navigate through various financial milestones
• Monitor and review clients’ financial plans regularly to ensure they remain aligned with their goals
• Stay up-to-date on industry trends, market conditions, and regulatory changes
• Collaborate with other team members and professionals, such as attorneys and accountants, to provide comprehensive financial solutions

Qualifications:

• Bachelor’s degree in Finance, Business, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• Series 7 and Series 66 licenses required
• Minimum of 2 years of experience in financial planning, investment advisory, or related field
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits:

• Competitive salary and bonus structure
• Comprehensive training and mentorship program
• Opportunity for career advancement and professional development
• Health, dental, and vision insurance options
• 401(k) retirement plan
• Paid time off and holidays
• Friendly and collaborative work environment

How to Apply:

If you are passionate about helping others achieve their financial goals and possess the qualifications mentioned above, we encourage you to apply on this page. Join our team at Pete Goudeau III – Financial Advisor, Ameriprise Financial Services and make a difference in the lives of our clients today!