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 Our Team as a Financial Planning Consultant at Ameriprise Financial Services!

Are you passionate about helping clients achieve their financial goals? Do you have a keen eye for detail and a strong understanding of investment strategies? If so, then we have the perfect opportunity for you!

About Us:

Crawford Mickey McGill is a renowned private wealth advisory firm affiliated with Ameriprise Financial Services. With a focus on personalized financial planning and investment advisory services, we are dedicated to helping our clients build and preserve wealth for a secure financial future.

About the Role:

As a Financial Planning Consultant at Crawford Mickey McGill, you will have the opportunity to work closely with clients to develop comprehensive financial plans tailored to their individual needs and objectives. You will provide expert guidance on investment strategies, retirement planning, estate planning, tax considerations, and more.

Responsibilities:

• Conduct in-depth financial analysis and assessments for clients
• Develop customized financial plans based on client goals and risk tolerance
• Monitor and review client portfolios regularly
• Provide ongoing financial education and guidance to clients
• Collaborate with a team of experienced professionals to deliver exceptional service

Qualifications:

• Bachelor’s degree in Finance, Business, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning or investment advisory
• Strong understanding of investment products and financial markets
• Excellent communication and interpersonal skills

Why Join Us?

At Crawford Mickey McGill, we offer a dynamic and collaborative work environment where your expertise will be valued and rewarded. You will have the opportunity to work with a diverse group of clients and make a meaningful impact on their financial well-being.

In addition, we provide ongoing training and professional development opportunities to help you grow in your career. With access to cutting-edge technology and resources, you will have the support you need to excel in your role.

Apply Now!

If you are ready to take the next step in your career as a Financial Planning Consultant, we encourage you to apply on this page. Join us at Crawford Mickey McGill and help our clients secure a brighter financial future!