Financial Planning Specialist
5 days ago
Ameriprise Financial - Virginia is seeking a highly motivated and dedicated Associate Financial Advisor to join our team. As a key member of our advisory practice, you will play a vital role in helping clients achieve their financial goals and secure a confident retirement.
Key Responsibilities:
- Provide personalized financial advice to clients to help them achieve their current and future goals.
- Work closely with clients to identify their financial objectives and develop tailored plans to achieve them.
- Utilize advanced financial planning tools and techniques to help clients navigate complex financial situations.
- Collaborate with colleagues to ensure seamless delivery of financial services to clients.
- Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices.
Requirements:
- Bachelor's degree in a related field.
- Full licensure (Series 7, 66, and VA Life/Health; CFP preferred).
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
- Highly proficient in MS Office tools.
- Strong personal and professional ethics and integrity.
What We Offer:
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive compensation package.
- A chance to make a meaningful impact on clients' lives.
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