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Financial Advisor

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TW Financial Group

2021-12-03 14:50:55

Job location Cranston, Rhode Island, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

About this Job

Step into an instrumental role. Help conduct smooth operation of a fast-paced - and friendly - financial planning office. Work as an employee of the independent franchise of Ameriprise, TW Financial Group - locations are available in both Cranston, RI and Middletown, RI. The ideal candidate for financial advisor will have a pre-existing book of business.


Job Description

  • Reviews prep for clients
  • Meets with client and presents financial plan
  • Presents advice (current and ongoing)
  • Tracks client's progress & analyzes client goals
  • Creates strategies to achieve goals
  • Creates recommendations for financial plans
  • Delivers investment advice and services
  • Makes buy and sell decisions
  • Develops and maintains relationships with COI's
  • Fulfills ongoing CE credit requirements to maintain licensing
  • Participates in weekly Advisor meetings

Qualifications

  • 3+ years' experience as a Financial advisor, with a book of business
  • Bachelor's Degree
  • Detail oriented and analytical
  • Self-motivated individual that works well in teams

  • Inform a friend!

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