Financial Advisor/Financial Planner

3 weeks ago


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

The ideal candidate would be a team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.

Would have client facing experience with a goal of either entering into a turnkey team operation for business collaboration, or possibly entertaining an exit strategy around succession planning.

They should have a book of business preferably, and be comfortable creating comprehensive financial plans as well as developing areas that need implementation to enhance client growth.

 

Responsibilities

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


Qualifications

  • 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



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