At Ameriprise Financial, we're not just in the business of managing our clients' finances - we also help our advisors and employees reach their true potential, too. So, if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.
We are seeking a highly motivated individual to join an experienced and growing Private Wealth Advisory practice. Our work environment is fast-paced, varied, and we have a passion for doing great work and providing exceptional client service. Work as an employee of an independent advisor franchisee and become part of a team helping hundreds of local clients invest for what's important to them.
As an associate financial advisor, you will be instrumental in creating and delivering an exceptional client experience that defines and differentiates the practice.
Primary Duties & Responsibilities:
Meeting with managed account clients for regularly scheduled annual and semi-annual review meetings.
Assisting clients with account servicing requests such as transactions, money movement, RMDs, beneficiary updates, etc. Guide and follow up with clients tracking everything to completion.
Answer incoming client requests and questions. Research solutions using available resources, interact with corporate office employees to answer questions regarding their accounts and problem solve any account issues.
Contact clients routinely to check in and provide service on an ongoing basis. See if they have any questions or needs on their accounts, learn to identify new sales or service opportunities.
Key Traits and Personal Qualities:
Client service focused with strong communication skills
Friendly, positive attitude
Polite and clear phone manner
Extremely detail oriented and accurate
Resourceful, self-starter with investigative mindset
High standards of business and professional ethics
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial and FINRA
Position Requirements:
Must have a 4-year college degree
3+ years similar experience in financial services or financial planning
Fingerprinting and background check required
Already have FINRA Series 7, Series 66, NY Life, Accident & Health
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also, in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to help us get to know you.
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
New York Residents Only: The estimated base salary for this role is $$75,000 - $100,000/ year.Full-Time/Part-Time
Full time
