Associate Financial Advisor - Ameriprise Financial Services, LLC : Job Details

Associate Financial Advisor

Company Mission

We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.

Understanding client s needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences.

Role Summary

This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs.

Job Responsibilities

Business development & Sales

Constructing comprehensive financial plans

Recommending and implementing portfolio solutions

Completing paperwork

CRM management

Marketing initiatives

Obtaining and maintaining proper licensing

Qualifications

Ability to be onsite in Midtown Manhattan

Prior experience or college degree

Familiarity of financial markets

Desired Skills

Experience holding intelligent and engaging conversations over the phone and email

Financial planning or investment management

Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc.

Compensation

Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income.

Location

Onsite in midtown Manhattan.

Working Conditions

Collaborative office space with 20+ employees.

Benefits and Perks

Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.