Senior Financial Planning Consultant

17 hours ago


Madison WI USA, United States Ameriprise Financial Full time
Key Responsibilities

Identify and engage with clients to develop planning relationships, conducting thorough case analysis and creating tailored recommendations.

Prepare for and participate in client meetings, presenting financial planning strategies and communicating regularly with colleagues.

Collaborate with clients to understand their financial goals and objectives, providing expert guidance and support throughout the planning process.

Requirements
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Knowledge of financial planning principles and practices

Ameriprise Financial is a leading provider of financial services, and this role is an exciting opportunity to join our team and contribute to the success of our clients.



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