Financial Advisor

Seattle WA

21 July, 2021

6:48 PM

Description

Job description Are you looking for an opportunity to take over a successful business? We are seeking an ideal candidate who will be hungry for growth and will work closely with our current team to deliver personalized investment and planning solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or 3+ years' of industry experienceStrong understanding of the investment businessExcellent interpersonal skillsExcellent presentation skills Please submit your resume by emailing [email protected] Make sure to include in subject line "Financial Advisor." Please list your current location and a valid phone number. Wealthbridge Advisors is a private wealth advisory practice of Ameriprise Financial Services Inc.