Associate Financial Advisor

Ameriprise•Austin, MN

22h•Onsite

About The Position

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. Position Description: Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. The associate financial advisor will assist financial advisor(s) in working with clients to help them achieve their financial goals. The employing franchise owner will lead you as you hone your skills and build a base of clients which you service. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed.

Requirements

College degree or higher
2+ years of similar experience
Already have successfully completed the following: Series 7, Series 66, and State life, accident and health insurance license

Responsibilities

Prepare for client meetings focused on planning discussions
Gather and enter client data into Financial Planning Tool Suite
Create planning deliverables
Perform case analysis and develop recommendations
Conduct and/or participate in client meetings to present recommendations/deliver advice
Track/hold clients accountable to agreed upon actions
Answer questions and provide readily available information to clients, if requested, as it relates to servicing their account
Run illustrations and hypotheticals
Develop appropriate product deliverables
Execute appropriate trades to align with proposed portfolio
Complete follow-up from client meetings, correspondence, calls,etc.