Financial Advisor position with G. Stephen White & Associates – A private wealth advisory practice of Ameriprise Financial
Are you passionate about helping individuals and families achieve their financial goals? Do you have experience managing a book of business or providing financial planning services? If so, we have an exciting opportunity for you to join our team as a Financial Advisor!
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. With a solid foundation in the financial industry, we pride ourselves on delivering exceptional service and building lasting relationships.
Responsibilities:
- Serve as a trusted advisor to clients, understanding their financial objectives, and offering tailored recommendations to help them achieve their goals.
- Provide comprehensive financial planning services, including but not limited to retirement planning, investment management, tax strategies, estate planning, and risk management.
- Maintain and grow a book of business by identifying opportunities for new client relationships and fostering existing client loyalty.
- Conduct thorough financial analyses, staying informed about market trends and developments to offer relevant insights to clients.
- Collaborate with our team of professionals to ensure a cohesive and seamless client experience.
- Stay up-to-date with industry regulations and best practices to maintain compliance and ethical standards.
Qualifications:
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Five years of experience in financial planning, wealth management, or a related field, with a proven track record of success.
- Clients/assets to bring over
- Series 7, Series 66 and Life & Wealth licensure is required
- Relevant industry certifications such as CFP is a plus
- 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.
How to Apply:
If you are ready to take your career to the next level and contribute to a private wealth advisory, please submit your resume and a cover letter outlining your relevant experience and why you believe you'd be a great fit for this role.