Ameriprise has a great opportunity for an experienced Financial Advisor with a top Independent Financial Planning & Wealth Advisory practice.
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 in a Lead Advisor role where you will 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 1 year 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
- Focus on growing their own client base by participating in the existing marketing plan and events
- 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
Competitive compensation packages built to fit your needs. The compensation range is dependent on experience level and whether or not there is an existing book of business you will bring over (which you will still own).
Job Type: Full-time
Pay: $60,000.00 - $1,000,000.00 per year
Compensation package:
- Bonus opportunities
- Commission pay
Weekly schedule:
Work setting:
Work Location: Multiple locations