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Financial Services Professional

2 months ago

New York, New York, United States John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC Full time
Financial Advisor/Financial Planner

We are seeking a highly skilled and experienced Financial Advisor/Financial Planner to join our team at John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC. The ideal candidate will possess excellent interpersonal skills and communication abilities, with a high degree of self-confidence.

The successful candidate will have client-facing experience and a portable book of business. They will be comfortable creating comprehensive financial plans and developing areas that need implementation to enhance client growth.

Key Responsibilities:

  • Provide comprehensive financial planning support to clients
  • Support investment professionals to cultivate and build on client relationships
  • Develop new opportunities for growth

Requirements:

  • Bachelor's degree or higher
  • Series 7, 63
  • CFP, ChFC, etc. a plus, but not needed
  • 5+ years of industry experience
  • Book of business
  • Strong understanding of the investment and wealth management market