Industry: Financial Services,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 Advisor at Jeffrey Keown – Ameriprise Financial Services

Are you passionate about helping individuals and families achieve their financial goals? Do you have a strong background in financial services and investment advisory? If so, we invite you to consider a rewarding career as a Financial Advisor at Jeffrey Keown – Ameriprise Financial Services. With our commitment to providing personalized financial planning and investment services, you will have the opportunity to make a meaningful impact on the lives of our clients.

About Us

Jeffrey Keown is a financial advisor at Ameriprise Financial Services, a reputable financial planning firm with a strong reputation for delivering comprehensive financial solutions. Our team is dedicated to helping clients navigate the complexities of wealth management, retirement planning, investment strategies, and more. We take pride in our client-centric approach and strive to build long-lasting relationships based on trust and integrity.

Job Responsibilities

• Conduct financial analysis and develop customized financial plans for clients
• Provide investment advisory services based on clients’ financial goals and risk tolerance
• Monitor and review clients’ portfolios to ensure alignment with their objectives
• Collaborate with other professionals, such as attorneys and accountants, to address clients’ holistic financial needs
• Stay informed about current market trends and industry developments to provide informed recommendations
• Build relationships with clients through regular communication and in-person meetings

Qualifications

• Bachelor’s degree in Finance, Business, or related field
• Certified Financial Planner (CFP) designation preferred
• Series 7 and Series 66 licenses required
• Minimum of 3 years of experience in financial planning or investment advisory
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits

At Jeffrey Keown – Ameriprise Financial Services, we offer competitive compensation packages and benefits for our employees. In addition to a base salary, our Financial Advisors have the opportunity to earn commissions based on their performance and the success of their client relationships. We also provide ongoing training and development opportunities to help you enhance your skills and grow in your career.

Apply Now

If you are interested in joining our team as a Financial Advisor at Jeffrey Keown – Ameriprise Financial Services, please apply on this page. We look forward to considering your application and welcoming you to our dedicated and talented team of financial professionals.