Financial Advisor/Financial Planner
at John Calabrese Financial, a financial advisory practice of Ameriprise Financial Services, LLC
in
New York,
New York
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 portable book of business, 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