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Financial Planner

tsbank
Council, IA Full Time
POSTED ON 6/2/2024

Job Description:

TS Prosperity Group is seeking to hire a Financial Planner. The Financial Planner delivers services to assist clients with planning for their long-term and short-term financial needs. This involves conducting interviews to clarify financial goals, confirming risk tolerance levels, identifying challenges and opportunities, and recommending strategies that meet clients immediate and future financial needs

Preferred education and/or experience includes bachelor's degree. 2 years' experience in interacting with clients in a direct financial advisory capacity. Certified Financial Planner (CFP) preferred. Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) also preferred.

Location: Council Bluffs, IA

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