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CERTIFIED FINANCIAL PLANNER Professional

Company: Ameriprise Financial
Location: Cincinnati
Posted on: July 16, 2019

Job Description:

Job DescriptionWe are seeking a qualified candidate to join our independent franchise and Private Wealth Advisory practice of Ameriprise Financial as a CFP Professional. As a CFP Professional, you will work with the founder of the firm to manage the relationships of our high net worth clientele.Responsibilities

  • Conduct comprehensive strategy meetings with all high net worth clients in conjunction with the business owner
  • Collaborate with our team of credentialed professionals to prepare and develop advice and personal financial planning and investment planning strategies for each client meeting
  • Work with our team to implement all meeting recommendations and initiatives, including but not limited to collaborating with other professional advisors, i.e. tax and legal
  • Prepare all post-meeting notes and client recommendation summary letters
  • Provide compliance documentation required for financial and investment planning initiativesRequired Qualifications
  • Certified Financial Planner (CFP ) designation required (in good standing)
  • Bachelor s degree required
  • Minimum of 10-15 years of client facing experience
  • Securities licenses (Series 7, 63 and 65, or 66) must be obtained within 180 days of employment
  • State insurance license (life, health and variable annuity), must be obtained within 180 days of employment
  • Strong communication skills, both written and oral
  • Superior interpersonal skills and team orientation
  • Demonstrated ability to lead a team of professionals
  • High attention to detail and organization skills
  • High ability to multi task in a fast-paced environment and meet deadlines
  • Strong working knowledge of Microsoft Office tools, especially Excel and WordCompensation:
  • Minimum six figure salary, predicated on demonstrated experience, in addition to a comprehensive benefit package featuring retirement planning opportunities, health insurance and health savings accounts.
    Associated topics: agent, call center, customer, health, insurance sales, insurance sales agent, life insurance agent, outside sales, retail, sales associate Associated topics: agent, call center, customer, health, insurance sales, insurance sales agent, life insurance agent, outside sales, retail, sales associate Associated topics: agent, call center, customer, health, insurance sales, insurance sales agent, life insurance agent, outside sales, retail, sales associate Associated topics: agent, call center, customer, health, insurance sales, insurance sales agent, life insurance agent, outside sales, retail, sales associate

Keywords: Ameriprise Financial, Cincinnati , CERTIFIED FINANCIAL PLANNER Professional, Accounting, Auditing , Cincinnati, Ohio

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