This position will operate onsite on the west side of Madison, with regular in-person office hours Monday-Friday 8:00 a.m.-5:00 p.m. Salary is $100,000 or more per year based on experience and a competitive benefits package is offered.
Responsibilities:
Identify clients to engage or re-engage in planning relationships
Perform case analysis, develop recommendations, and create planning deliverables
Prepare for and lead client meetings, present recommendations
Communicate regularly with clients according to agreed-upon actions; maintain accurate client records
Monitor economy, markets, and world events to determine strategic rebalancing
Assess risk tolerance, goals, and timeframe to make recommendations
Develop product deliverables and persuade clients to act upon advice
Execute trades to align with proposed portfolio, conduct transactions on behalf of clients
Actively participate in team meetings, training, and quality improvements
Qualifications:
Bachelor’s degree in business administration, finance or related OR equivalent experience
2+ years of experience in a Financial Advisor role or similar, with 1:1 client meeting experience required
Strong written and verbal communication skills
Demonstrated analytical and problem-solving skills
Positive attitude with willingness to learn, comfortable in small-team dynamic/atmosphere
Note-*Securities license required (including SIE, Series 7 and Series 66), as well as Wisconsin insurance
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time