Financial Advisor

🕒 February 17

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Ameriprise Financial Services, LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1894

💸 Finance

💳 Fintech

Finance • Fintech

Ameriprise Financial Services, LLC is a leading provider of personalized financial planning and advice. The company emphasizes one-to-one financial advice to help clients reach their unique financial goals and offers complimentary consultations with its financial advisors. Ameriprise is well-regarded in the investment industry, providing award-winning service focused on client satisfaction. With the support of their Investment Research Group, Ameriprise advisors provide clients with objective research, actionable investment strategies, and ongoing market and economic analysis. The company also prioritizes online security and privacy for clients accessing their accounts and financial documents online.

📋 Description

• attend and engage in coaching and training led by the leadership team and established advisors • generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals • develop and execute a marketing plan to attract target audiences • schedule and conduct financial planning meetings with clients • build meaningful relationships with clients and provide solutions for their financial goals • achieve or exceed program standards to receive additional compensation and recognition • build a book of business as a stand-alone advisor • explore teaming opportunities with seasoned financial advisors

🎯 Requirements

• 3+ years of work experience with a proven track record of success • network of personal and professional contacts within the local area for referrals • background in building strong relationships and delivering superior client service • cannot have been a financial advisor soliciting securities-based business in the past 8-10 years • legally authorized to work in the U.S. without requiring sponsorship for visa status • ability to obtain required licenses within 150 days of hire including FINRA Series 7, State Securities, State IAR, State Life, Health Insurance and Variable Products lines

🏖️ Benefits

• competitive base salary plus uncapped monthly bonus opportunities • full employee benefits package to support your wellbeing • access to extensive, in-person training taught by local leaders • help to obtain required licenses/credentials with coverage for licensing and training costs • work-life balance support and career advancement opportunities