Financial Advisor

Job Description

Currently Ameriprise has multiple Independent Financial Planning & Wealth Advisory practices seeking associate financial advisors or financial advisor to join their teams.

Based on your level of experience you could start in a supporting advisor role allowing you to apprentice and learn the ropes, be assigned clients to service and provided coaching to build a book of your own. If you are already established you can step into a supportive environment to help you continue to build a practice as part of a successful and experienced team with systems, support, processes and strong brand presence.

Our culture is clients first with an emphasis around financial planning and advice. Our advisors are looking for people who possess a service mentality, strong communication skills, entrepreneurial mindset and wants to deliver a premium client service experience.

Qualifications for the Financial Advisor:

• Has one or more of the following licenses: Series 7, Series 66 (or Series 63 + 65)
• Preferred licenses: State Life, Health and LTC
• Minimum of 2-5 years of experience in financial services is required
• Sales experience is a plus
• Proven ability to meet with clients and present planning strategies
• Demonstrated the ability to source prospective clients
• Highest level of interpersonal skills
• Readiness to take initiative in business development
• Entrepreneurial perspective and desire to build a business
• Ability to recommend suitable investment products and services
• Success at planning and managing resources (time, people, budget) to run optimal practice

Responsibilities for the Financial Advisor:

• Servicing existing client base
• Provide financial advice
• Analyzing and recommending changes to portfolios
• Review investment plans and present to clients
• Implementing solutions
• Manage a prospect pipeline using a CRM
• Create client acquisition plan and meet goals