Industry: Financial Services,Financial Planners,Investments

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join Reveal Wealth Strategies – Ameriprise Financial Services!

About Us:

Reveal Wealth Strategies is a leading financial planning firm affiliated with Ameriprise Financial Services. With a focus on providing comprehensive financial planning and investment strategies to help clients achieve their financial goals, we pride ourselves on delivering high-quality services tailored to each individual’s unique needs.

We are Hiring:

At Reveal Wealth Strategies, we are currently looking for talented professionals to join our team as Financial Planners or Investment Advisors. If you have a passion for finance, a drive to help clients succeed, and a desire to work in a collaborative and empowering environment, we want to hear from you!

Job Title: Financial Planner/Investment Advisor

Job Responsibilities:

• Develop and implement financial plans based on clients’ goals, risk tolerance, and time horizon
• Provide ongoing financial advice and guidance to clients
• Analyze clients’ financial situations and make recommendations for investment strategies
• Monitor and review clients’ portfolios regularly to ensure alignment with their goals
• Stay current on industry trends and changes in financial regulations
• Participate in team meetings and training sessions to enhance knowledge and skills

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• Series 7 and Series 66 licenses required
• Minimum of 2-3 years of experience in financial planning or investment advising
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills

Benefits:

• Competitive salary with performance-based bonuses
• Health, dental, and vision insurance
• 401(k) retirement plan with employer match
• Paid time off and holidays
• Professional development opportunities

How to Apply:

If you are interested in joining our team at Reveal Wealth Strategies – Ameriprise Financial Services, please apply on this page. We look forward to reviewing your application and potentially welcoming you to our team!