Join to apply for the Financial Advisor Associate role at Ameriprise Financial Services, LLC .
Work with an experienced advisor to build a personal book of business and help shape clients' financial future by developing ongoing financial planning relationships focused on accomplishing clients' goals. Build a pipeline with personal contacts, professional contacts, and new leads.
Key Responsibilities
Obtain Your Required Licenses/credentials Within 150 Days Of Hire
* FINRA Series 7
* Active State Securities Agent Registration (S63 or S66)
* Active IAR Registration (S65 or S66)
* State Life, Health Insurance, and Variable Products lines
Attend licensing coaching, make progress within licensing timelines, and assist seasoned advisors in working with clients to achieve their financial goals.
Serve as a key team member, creating a unique client experience, and support clients and prospects holistically or through specialized product knowledge. Responsibilities include:
* Develop and execute marketing plans for client acquisition
* Identify clients for engagement or re-engagement
* Gather data, develop financial recommendations, and help deliver financial plans
* Become a product expert, run illustrations, and develop product-centric recommendations
* Manage parts of the business, such as operations, process improvements, and monitoring budgets
* Manage the practice’s client service model and ensure high standards of ethics and compliance
Qualifications
Required: Support a seasoned financial advisor and support clients' financial goals.
Preferred: Four-year college degree, confidence, perseverance, strong communication skills, and willingness to learn in a team environment.
About Our Company
We are a diversified financial services leader with over $1.5 trillion in assets, with a team of more than 20,000 people across 20 countries, serving over 3.5 million clients. We focus on financial planning, asset management, and insurance, committed to clients and communities worldwide.
Ameriprise Financial is an equal opportunity employer, considering all qualified applicants without discrimination.
Job Details
* Full-Time
* Non-Exempt
* Entry Level
* Finance and Sales
Referrals can double your chances of interview success. Sign in to set job alerts for "Financial Advisor" roles.
#J-18808-Ljbffr