Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office at Ameriprise Financial. This financial advisor will assist in working with clients to help them achieve their financial goals. You will also hone your skills and build a base of clients which you service. As a financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice.
This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages small business as usual projects such as organizing a client seminar. Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties.
Marketing and Client Acquisition
- Implement key marketing activities
- Advisor website
- Social media
- Online client experience
- Client and prospect contact
- Referrals and Networking
- Seminars and Events
- Local advertising and media relations
Financial Planning and Advice
- Identify clients to engage or re-engage in planning relationships
- Prepare for client meetings focused on planning discussions
- Gather and enter client data into Financial Planning Tool Suite
- Create planning deliverables
- Perform case analysis and develop recommendations
- Conduct and/or participate in client meetings to present recommendations/deliver advice
- Track/hold clients accountable to agreed upon actions
- Answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts
Key traits of a successful associate financial advisor
- Ability to meet with clients and present planning strategies
- Ability to source prospective clients
- High level of interpersonal skills
- Initiative in business development
- Entrepreneurial perspective and desire to grow the business
- Ability to recommend suitable investment products and services
- Success at planning and managing resources (time, people, budget) to run optimal practice
- Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
- Ability to support and provide guidance for compliance within the advisor’s practice
- Current client database a plus
Education and other designations:
- College degree
- 2+ years of similar experience
- Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health
- insurance license
Job Type: Full-time
Pay: $40,000.00 - $150,000.00 per year
Physical setting:
Schedule:
Supplemental pay types:
Experience:
- Financial concepts: 1 year (Preferred)
Work Location: Multiple locations