Financial Advisor
| Company | Ameriprise Financial |
|---|---|
| Location | Chicago, IL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
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 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam), State Securities (Series 63 or Series 66), State IAR (Series 65 or Series 66), State Life, Health Insurance and Variable Products lines.
Responsibilities
- 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.
Preferred Qualifications
- Four-year college degree, or equivalent
- Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
- Willingness and desire to be part of a coaching relationship and peer learning environment.
- Proven track record of continued success in all industries and careers including, but not limited to: Accountants, Attorneys, Bankers, CERTIFIED FINANCIAL PLANNER™ professionals, Community leaders, Consultants, Entrepreneurs, Fundraisers, Insurance agents, Military personnel, Professional athletes, Real estate agents and developers, Risk managers, Sales and marketing professionals, Teachers and educators.