What are the responsibilities and job description for the Financial Planner position at tsbank?
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. Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) also preferred.
Location: Council Bluffs, IA
