Ameriprise Private Wealth Advisor
The primary function will be supporting one veteran advisor within a 10 person office. This is a new role within a growing firm, not a replacement of an existing position. The optimal candidate will be fully-licensed and have 2 or more years of experience working within the financial services industry.
Candidates need to be able to demonstrate client service experience, strong organizational skills, professional appearance, and be capable of thriving in a fast-paced, multi-task workplace. Strong written/verbal communication skills and a team-player mindset are required.
Proficiency in Office applications such as Word, Power Point, Excel, Outlook and Internet applications is required. Experience with personal financial planning software (NaviPlan, Money Guide Pro, or similar) is a plus.
The role will include the following responsibilities:
1. Transactions based on advisor guidance.
2. Develop financial plans – work with advisor and clients to gather data, input to software, be present in client presentations, and draft written financial plans with advisor oversight.
3. Organize the personal marketing efforts for advisor to include the planning and groundwork for client events and other activities (workshops, dinners, social events, etc.) Note that the Paraplanner will support the planning and execution of these activities for the advisor, they are not expected to conduct them. (example: seminars).
This role would be appropriate for the candidate who wants to stay in a support role over time, however, it is also applicable to someone who wants to develop into a producing advisor after a minimum of 3 years in this support position.
Submit cover letter and resume to: firstname.lastname@example.org
PIEtech, Inc. (MoneyGuidePro)
Financial Planning Support Team
PIEtech, Inc., creators of MoneyGuidePro , seeks full-time professionals who enjoy helping financial advisors. As a member of the Support Team, you will answer, evaluate, prioritize, and respond to incoming phone, voice mail & email requests. In addition, Team members conduct live, web-based training sessions and work on various projects to improve the support we provide to advisors.
Candidates must have strong customer service and problem solving skills, work well independently and collaboratively and have a desire to be part of a cohesive team. Experience in the financial services / financial planning industry, related degree or certification is strongly preferred. Send resume to email@example.com.
Other career opportunities include:
· Financial Planning Software Analyst
· Web Software Developer
· Software Tester
To learn more, please click here.
Position: Investment Advisor Representative
AFCG, a fee-only Registered Investment Advisor in Richmond, Virginia is currently seeking an established advisor to join our practice. The ideal candidate would have at least three years of professional experience providing financial advice, strong analytical and interpersonal skills, as well as an advanced professional certification in financial services (CFP®, CFA, CPA/PFS, CIMA®, AAMS®). Additionally, the candidate should have his or her Series 65/66 securities license, and no disciplinary or disclosure events.
About Our Firm AFCG serves its clients in a fiduciary capacity, providing financial planning, investment management, and financial consulting services fully coordinated with each client's CPA, insurance professional, and estate planning attorney. www.afcgllc.com
Please contact Charlie Atwill at firstname.lastname@example.org for additional information.