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Retirement Strategy Advisor

2 months ago

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

Company Overview

Ameriprise Financial Services, LLC is dedicated to providing exceptional financial guidance and support through a collaborative team environment.

Position Overview

We are seeking a full-time Financial Advisor who will engage with clients in the Greenville-Spartanburg-Anderson area. This hybrid role offers the flexibility of remote work while ensuring personalized financial services are delivered effectively. The Financial Advisor will be responsible for offering tailored financial advice, comprehensive financial planning, retirement solutions, and investment guidance.

Additionally, we are open to bringing on a junior advisor who is eager to learn and develop their skills within our supportive framework.

Key Qualifications

  • Proficiency in Financial Planning and Advisory services
  • In-depth knowledge of Finance and Retirement Solutions
  • Understanding of Investment Strategies
  • Certification as a Certified Financial Planner (CFP) is advantageous
  • Strong analytical and problem-solving capabilities
  • Exceptional communication and interpersonal skills
  • Bachelor's degree in Finance, Economics, Business, or a related discipline