Ameriprise Financial, Inc

Associate Financial Advisor

Ameriprise Financial, Inc$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • College degree or higher
  • 2+ years of relevant experience
  • Completed Series 7 and Series 66 licenses
  • Obtained state life, accident, and health insurance license
  • Strong understanding of financial planning tools and products

Responsibilities

  • Prepare for client meetings focused on planning discussions
  • Gather and enter client data into Financial Planning Tool Suite
  • Create planning deliverables for clients
  • Perform case analysis and develop tailored recommendations
  • Conduct client meetings to present recommendations and advice
  • Track client commitments and follow through on action items
  • Provide clients with information about their accounts as needed

Benefits

  • Opportunity to build a clientele under the guidance of an experienced financial advisor
  • Supportive, fast-paced, and friendly work environment
  • Emphasis on professional ethics and client-centered service
  • Access to a comprehensive Financial Planning Tool Suite
  • Potential for personal and professional growth within the financial planning field
Full Job Description
This position is with an Ameriprise Financial Franchise owner.

Job Description

Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Worl< as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

The associate financial advisor will assist financial advisor(s) in working with clients to help them achieve their financial goals. The employing franchise owner will lead you as you hone your skills and build a base of clients which you service. As an associate 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.

Responsibilities and Time Allocation -Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position Responsibilities:
• 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 agree upon actions
• Answer questions and provide readily available information to clients, if requested, as it relates to servicing their account
• Run illustrations and hypotheticals
• Develop appropriate product deliverables
• Execute appropriate trades to align with proposed portfolio
• Complete follow-up from client meetings, correspondence, calls etc.

Education and other designations:
• College degree or higher
• 2+ years of similar experience
• Already have successfully completed the following: Series 7, Series 66, and State life, accident and health insurance license

Note: Candidates from both Mankato and Austin, MN are preferred.

Base Pay Salary

The salary range is 90K-120K/ year

Full-Time/Part-Time

Full time

About Ameriprise Financial, Inc

Ameriprise Financial, Inc Careers

Joining Ameriprise Financial, Inc presents an unparalleled opportunity to advance your career with a leader in financial services. Our team of professionals is dedicated to fostering an environment of growth, innovation, and leadership. Work You’ll Do At Ameriprise Financial, Inc, you will be part of a culture that thrives on diversity, professional excellence, and ethical standards. Our employees are empowered to master their roles and contribute to the company’s success through continuous personal and professional development. Transform Your Career Lead your career on a path of continuous growth with Ameriprise Financial, Inc. Our company stands at the forefront of the financial industry, integrating cutting-edge technology and substantial market expertise to deliver exceptional service to our clients. Work with a team of skilled professionals who are committed to a culture of innovation and exceptional leadership. Collaborate on projects that reshape financial planning and improve client outcomes. Ameriprise Financial, Inc Job Opportunities We are actively hiring and have a variety of job opportunities that cater to different skills and career levels. From entry-level positions to leadership roles, Ameriprise Financial, Inc offers a dynamic work environment where your skills will be honed and your achievements recognized. Join our team and contribute to our mission of helping clients achieve their financial goals. Explore positions in areas such as financial advising, customer service, IT, and more. Internship Programs Kickstart your career with an Ameriprise Financial, Inc internship. Our internships provide invaluable workplace experience, networking opportunities, and insights into the financial services industry. Interns at Ameriprise Financial, Inc are crucial team members, working alongside seasoned professionals and contributing to real-world projects. Benefits and Growth Ameriprise Financial, Inc is committed to the growth and development of our employees. We offer competitive benefits, diversity training, and professional development programs that encourage our team to stay ahead in the industry. Our benefits package includes health, dental, and vision insurance, retirement plans, and generous paid time off. Leadership and Development Develop your leadership skills through targeted training and mentorship at Ameriprise Financial, Inc. We believe in nurturing leadership potential and offer various programs designed to help you grow into a visionary leader within the company. Stay Connected Join Our Team Search for open positions that match your skills and interests. We are looking for passionate, curious, and driven team players. Start your journey with Ameriprise Financial, Inc today and build a career that you can be proud of. SEARCH AMERIPRISE FINANCIAL JOBS Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at Ameriprise Financial, Inc.
Learn more about Ameriprise Financial, Inc
Size
12,000 employees
Market Cap
$32.7 billion
Industry
Net Income
$1.5 billion
Founded
1894
5 Year Trend
+2.6%
Revenue
$11.9 billion
NASDAQ

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