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 and engage target audiences that will attract client prospects to build your practice • Schedule and conduct financial planning and advice meetings with clients and client prospects • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results • Build a book of business as a stand-alone Ameriprise Financial advisor • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities

🎯 Requirements

• 3+ years of work experience with a proven track record of success • Have a network of personal and professional contacts within the local area that you may engage for referrals • Showcase a background in building strong relationships and delivering superior client service • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status • Ability to obtain required licenses within 150 days of hire: FINRA Series 7, State Securities (Series 63 or 66), State IAR (Series 65 or 66), 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 • Extensive, in-person training taught by local leaders