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Financial Services Professional

1 month ago

Virginia Beach, Virginia, United States Ameriprise Financial Full time
Ameriprise Financial Advisory Practice Opportunity

We are seeking a dedicated and analytical Associate Financial Advisor to join our team. As a key member of our practice, you will work closely with clients to help them achieve their financial goals and plan for a secure retirement.

Key Responsibilities:

  • Provide personalized financial advice to clients to help them achieve their current and future goals.
  • Use various tools and techniques to identify client goals and develop strategies to achieve them.
  • Work collaboratively with the team to deliver exceptional client service and achieve business objectives.
  • Develop and maintain strong relationships with clients to ensure their ongoing satisfaction and loyalty.

Requirements:

  • Bachelor's degree and full licensure (Series 7, 66, and VA Life/Health; CFP preferred).
  • Strong analytical and problem-solving skills, with the ability to work independently and as part of a team.
  • Excellent written and verbal communication skills, with a strong focus on customer service.
  • Proficiency in MS Office tools and ability to learn new technologies quickly.

What We Offer:

  • A dynamic and supportive work environment with opportunities for growth and development.
  • A competitive compensation package, including bonuses and benefits.
  • The chance to make a meaningful difference in the lives of our clients and their families.

If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity.