Financial Advisor Associate

Ameriprise Financial Services, LLC is a diversified financial services leader with a strong focus on client relationships. The Financial Advisor Associate will work with experienced advisors to build a personal book of business and assist clients in achieving their financial goals.

Responsibilities

• Obtain Your Required Licenses/credentials Within 150 Days Of Hire
• Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals
• Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice
• Provide support to clients and prospects by serving them holistically and/or specializing in products or services
• Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals
• Identify clients to engage or re-engage in financial planning relationships
• Gather and analyze data and develop financial planning recommendations
• Help prepare and/or deliver financial plans
• Foster ongoing financial planning relationships with clients
• Become a product expert
• Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations
• Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc
• Manage the practice’s client service model and consistent execution
• Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities

Skills

• Join Ameriprise in a team practice and support a seasoned financial advisor or advisors
• Four-year college degree from an accredited institution
• High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment
• Show accountability to your results
• Outstanding verbal, written and listening communication skills
• Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment

Company Overview

Company H1B Sponsorship