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Financial Planning Specialist

2 months ago

Columbia, South Carolina, United States Ameriprise Financial Services, LLC Full time

Company Overview

Ameriprise Financial Services, LLC is a well-established firm dedicated to providing comprehensive financial solutions.

Position Overview

We are seeking a full-time hybrid Financial Advisor to join our dynamic team. This role offers flexibility for remote work while serving clients in the Greenville-Spartanburg-Anderson area. The Financial Advisor will be responsible for delivering tailored financial guidance, developing financial strategies, assisting clients with retirement planning, and advising on investment opportunities.

Additionally, we are interested in bringing on a junior advisor who is eager to learn and grow within our organization.

Key Qualifications

  • Proficient in Financial Planning and Advisory services
  • Strong background in Finance and Retirement Solutions
  • Understanding of Investment strategies
  • Certification as a Certified Financial Planner (CFP) is advantageous
  • Exceptional analytical and problem-solving abilities
  • Outstanding communication and interpersonal skills
  • Bachelor's degree in Finance, Economics, Business, or a related discipline