Financial Consultant Ameriprise Financial
Coon Rapids Minnesota
Status: Offline
Notifications Disabled 1 | 672
Notifications Disabled 1 | 672
Summary
Managed a book of business of high net worth clients.
Experience
Engaged clients to deepen company relationships via telephone. Help clients plan for short- and long-term financial needs including life events such as retirement, education, income, estate planning, risk tolerance, cash and liability management. Analyzed existing life insurance policies to ensure proper needs coverage. Analyzed micro and macro details of client investment portfolios and funds. Utilized internal CRM Software, MS Excel, Outlook and SharePoint to manage book of business
Details
- Salary:
- Date: August 7 2019
- Location: Coon Rapids, MN