Senior Financial Planner & Wealth Advisor

Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC; Kirksville (MO); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health Benefits

401(k) Retirement Plan with Employer M

Job summary

We are seeking an experienced financial advisor to work with clients inside a premier accounting firm to help them achieve their financial goals. This role provides client relationship support through gathering and analyzing client data, helping prepare financial plans and other client deliverables, and making portfolio and product recommendations.

The ideal candidate will have 5+ years of industry experience, 2+ years of direct client service, appropriate securities and life/health licenses, a

Qualifications

• 5+ years of industry experience.
• 2+ years of direct client service.
• Series 7 and Series 66 licenses, plus Life/Health insurance licenses.
• College degree or higher.
• Strong interpersonal skills.
• Entrepreneurial mindset and growth drive.
• Positive attitude and willingness to learn.
• APMA or CFP designation is a bonus.

Responsibilities

• Identify clients to engage in financial planning relationships.
• Perform case analysis and develop recommendations.
• Conduct client visits to present recommendations and deliver advice.
• Collaborate with clients outside tax and legal advisors to deliver wealth management solutions.
• Recommend portfolio and product solutions that fit risk tolerance, goals, and time frame.
• Monitor economy, markets, and world events to determine rebalancing.

Skills

Industry experience

Client service

Interpersonal skills

Entrepreneurial mindset

CFP/APMA

Series 7

Series 66

Life/Health licenses

Team player

Growth mindset

Education

College degree or higher

Job description

We are seeking an experienced financial advisor to work with clients inside a premier accounting firm to help them achieve their financial goals. This role provides client relationship support through gathering and analyzing client data, helping prepare financial plans and other client deliverables, and making portfolio and product recommendations.

The ideal candidate will have 5+ years of industry experience, 2+ years of direct client service, appropriate securities and life/health licenses, a