Financial Advisor Associate
| Company | Ameriprise Financial |
|---|---|
| Location | Seattle, WA, USA |
| Salary | $77969 – $77969 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.
Responsibilities
- Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7, Active State Securities Agent Registration (S63 or S66), Active IAR Registration (S65 or S66) and State Life, Health Insurance and Variable Products lines.
- Attend and engage in licensing coaching, as required. Be accountable for making progress within the program’s licensing and appointment preparation timelines.
- 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. Specialized responsibilities may include: 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.
Preferred Qualifications
- 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.