What are the responsibilities and job description for the Financial Advisor position at Chester Springs Wealth Management Group?
Company Description
Chester Springs Wealth Management Group is a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Exton and Gettysburg, PA. We provide personalized financial advice to help clients achieve their financial goals. Our approach is client-focused, ensuring each client receives tailored financial strategies.
Role Description
This is a full-time on-site role for a Financial Advisor located in Exton or Gettysburg, PA. The Financial Advisor will be responsible for providing comprehensive financial planning services, advising clients on retirement planning, and managing investment portfolios. Daily tasks include conducting financial assessments, developing personalized financial plans, monitoring financial markets, and implementing investment strategies. Client relationship management and continuous professional development are also key parts of this role.
Qualifications
- Financial Planning, Retirement Planning, and Investments skills
- Experience in the Financial Services Industry
- Excellent interpersonal and communication skills
- Ability to work independently and collaboratively in a team environment
- Bachelor's degree
- Financial certifications such as CFP® (Certified Financial Planner) or similar are advantageous
- Experience in a client-facing financial advisory role is preferred