The Associate Financial Advisor will work alongside financial advisors in guiding clients to help them achieve their financial goals. The employing franchise owner and current staff members will lead you in honing your skills to service existing clients within the Ameriprise Financial framework. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and performing work activities.
Position Responsibilities:
The position responsibilities for this opportunity are:
1) Processing of Client Transactions
2) Financial Planning and Advice
3) Product Solutions
4) Business Management and Client Care
These positions responsibilities will be reviewed in more detail during an initial interview process for qualified candidates.
Key Traits for Position:
The Associate Financial Advisor candidate should possess many of the following traits:
1) Ability to communicate effectively with clients concerning all aspects of financial planning
2) Ability to maintain the highest standards of ethical practice
3) Past success in leading groups of people towards a common goal
4) Excellent organization skills
5) Entrepreneurial perspective and desire to grow the business
6) Ability to adapt to change in an ever-evolving profession
7) Proven track record of developing and retaining client relationships
Preferred Education & Experience Requirements:
College degree or higher 2+ years in the financial services industry working with clients No history of tax liens, bankruptcy or debt forgiveness Satisfactory background investigation Licensing Requirements: Series 7, Series 66 (or equivalent) and Indiana Life and Health Insurance License
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