Financial Services Professional

1 week ago


Le Mans, Pays de la Loire, United States Ameriprise Financial Full time
About Us

G. Stephen White & Associates is a reputable and client-focused financial planning practice with a strong track record of success. Our team of dedicated professionals is committed to providing comprehensive financial guidance and personalized solutions to our clients.

Responsibilities
  • Client Relationship Management: Serve as a trusted advisor to clients, understanding their financial objectives, and offering tailored recommendations to help them achieve their goals.
  • Financial Planning Services: Provide comprehensive financial planning services, including but not limited to retirement planning, investment management, tax strategies, estate planning, and risk management.
  • Business Development: Maintain and grow a book of business by identifying opportunities for new client relationships and fostering existing client loyalty.
  • Financial Analysis: Conduct thorough financial analyses, staying informed about market trends and developments to offer relevant insights to clients.
  • Team Collaboration: Collaborate with our team of professionals to ensure a cohesive and seamless client experience.
  • Compliance and Ethics: Stay up-to-date with industry regulations and best practices to maintain compliance and ethical standards.
Qualifications
  • Education: Bachelor's degree in Finance, Economics, Business, or a related field.
  • Experience: Five years of experience in financial planning, wealth management, or a related field, with a proven track record of success.
  • Clients and Assets: Clients/assets to bring over.
  • Licenses and Certifications: Series 7, Series 66 and Life & Wealth licensure is required. Relevant industry certifications such as CFP is a plus.
  • Skills: Strong interpersonal skills with the ability to build rapport and trust with clients. Excellent analytical and problem-solving abilities to provide sound financial advice. Proactive and self-motivated individual who can thrive in a fast-paced environment. Knowledge of financial planning software and tools is a plus.
Benefits

We offer a competitive compensation package and benefits package. Additionally, you'll have access to ongoing professional development opportunities, a supportive team environment, and the chance to make a meaningful impact on our clients' financial well-being.



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