Job Description
Key Responsibilities/Duties
Service existing client base
Perform case analysis and develop recommendations, solutions and changes in alignment with a client's risk tolerance, goals and timeframe.
Conduct and participate in client meetings to present recommendations/deliver advice
Execute trades to align with portfolios on behalf of clients
Identify clients to engage in planning relationships
Leverage natural market to drive new client acquisition
Prepare planning discussions and deliverables for client meetings
Answer questions and provide information to clients, if requested, as it relates to servicing their accounts
Monitor economy, markets, and world events to determine any required strategic rebalancing
Ongoing communication with clients including email and phone calls
Qualifications and Requirements
Has the following licenses: Series 7, Series 66 (or Series 63 + 65), Life and Health
Minimum of 10 years of experience in financial services is required
Financial designation preferred, not required (CFP, APMA, CIMA, CFA, CHFC)
Sales experience is a plus
Ability to recommend suitable investment products and services
Ability to meet with clients and present planning strategies
Highest level of interpersonal skills
Initiative in business development
Existing book of business preferred, not required
Entrepreneurial perspective and desire to grow the business
Ability to source prospective clients
Success at planning and managing resources (time, people, budget) to run optimal practice
Experience with CRM systems, financial platforms, and collaboration tools.
Compensation and Benefits
$70,000-$120,000 starting base salary. Ability for higher starting base commensurate with experience and size of existing book of business if you are transitioning clients.
Medical/Dental/Vision coverage
401(k) with match - eligible after 6 months of service
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.
Base Pay Salary
$70,000-$120,000Full-Time/Part-Time
Full timeKey Responsibilities/Duties
Service existing client base
Perform case analysis and develop recommendations, solutions and changes in alignment with a client's risk tolerance, goals and timeframe.
Conduct and participate in client meetings to present recommendations/deliver advice
Execute trades to align with portfolios on behalf of clients
Identify clients to engage in planning relationships
Leverage natural market to drive new client acquisition
Prepare planning discussions and deliverables for client meetings
Answer questions and provide information to clients, if requested, as it relates to servicing their accounts
Monitor economy, markets, and world events to determine any required strategic rebalancing
Ongoing communication with clients including email and phone calls
Qualifications and Requirements
Has the following licenses: Series 7, Series 66 (or Series 63 + 65), Life and Health
Minimum of 10 years of experience in financial services is required
Financial designation preferred, not required (CFP, APMA, CIMA, CFA, CHFC)
Sales experience is a plus
Ability to recommend suitable investment products and services
Ability to meet with clients and present planning strategies
Highest level of interpersonal skills
Initiative in business development
Existing book of business preferred, not required
Entrepreneurial perspective and desire to grow the business
Ability to source prospective clients
Success at planning and managing resources (time, people, budget) to run optimal practice
Experience with CRM systems, financial platforms, and collaboration tools.
Compensation and Benefits
$70,000-$120,000 starting base salary. Ability for higher starting base commensurate with experience and size of existing book of business if you are transitioning clients.
Medical/Dental/Vision coverage
401(k) with match - eligible after 6 months of service
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.
Base Pay Salary
$70,000-$120,000Full-Time/Part-Time
Full time
About Ameriprise Financial
For 125 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you’ve earned and committed to helping you be brilliant.
A company with integrity.
Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression, and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
We have more than $875 billion in assets under management and administration.
We maintain leadership positions in each of our core business segments: Advice & Wealth Management, Asset Management, Annuities, and Protection.
We have more than 2 million individual, business, and institutional clients.
Our Leaders
Part of our strength as a company comes from the strength of our leadership—an experienced and long-tenured team.
Our Locations
Ameriprise Financial was founded and is headquartered in Minneapolis. We also have corporate offices throughout the United States and across the globe, including New York, Boston, London, and India.
Our History
Since 1894, we at Ameriprise Financial have been helping millions of clients invest towards their financial goals and dreams.
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