Associate Financial Planner

3 weeks ago

Goodyear, United States American Wealth Advisers, PLLC Full time
Company Description

American Wealth Advisers, PLLC is a fee-based investment firm located in Goodyear, Arizona. We specialize in disciplined wealth accumulation and retirement income planning for individuals, families, and small business owners. Our focus is on resolving financial challenges for our clients to create financial peace of mind and leave an enduring legacy for loved ones and the communities we live in.

Role Description

This is a full-time on-site role for an Associate Financial Planner. The Associate Financial Planner will meet with clients, review their financial situation, identify needs and goals, and determine requirements to meet those needs and goals. They will prepare a financial plan that meets the client's obligations and provides for the future, evaluate the financial goals and suitability of investment vehicles, and recommend sound financial investment solutions to best accomplish the client's individual goals and objectives.

Qualifications
  • Personal Financial Planning and Financial Planning skills
  • Certified Financial Planner certification or equivalent
  • Knowledge and experience in Finance and Retirement Planning
  • Excellent communication and interpersonal skills
  • Ability to work effectively with clients and colleagues
  • Strong analytical and problem-solving skills
  • A bachelor's degree in Finance or a related field
  • Experience in the financial services industry would be beneficial

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