Financial Planning Specialist
Company Description
Bugay, Watson & Associates is a private wealth advisory practice of Ameriprise Financial Services, LLC. Our goal is to provide a superior client experience on the foundation of our core values and team culture.
Role Description
This is a full-time hybrid role as a Financial Planning Specialist based in Greenville, SC with remote capabilities. The Financial Planning Specialist will be responsible for preparing financial plans, analyzing data, communicating with clients, and managing a superior client experience.
Qualifications
• Financial Planning and Analytical Skills
• Strong attention to detail and problem-solving abilities
• Excellent communication and interpersonal skills
• Proficiency in financial software and tools
• Bachelor's degree in Financial Planning, Business, Finance, or a related field
• Certified Financial Planner (CFP) certification is a plus
Financial Services
Finance and Sales
Full-time