Financial Advisor Associate

Ameriprise • Boca Raton, FL

2d

About The Position

Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.

Requirements

• Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.

Nice To Haves

• Four-year college degree from an accredited institution.
• High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
• Show accountability to your results.
• Outstanding verbal, written and listening communication skills.
• Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.

Responsibilities

• Obtain your required licenses/credentials within 150 days of hire: - FINRA Series 7 - Active State Securities Agent Registration (S63 or S66) - Active IAR Registration (S65 or S66) and -State Life, Health Insurance and Variable Products lines. Attend and engage in licensing coaching, as required. Be accountable for making progress within the program’s licensing and appointment preparation timelines.
• Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
• Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
• Provide support to clients and prospects by serving them holistically and/or specializing in products or services.
• Specialized responsibilities may include: -Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals. -Identify clients to engage or re-engage in financial planning relationships. -Gather and analyze data and develop financial planning recommendations. -Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients. -Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations. -Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc. -Manage the practice’s client service model and consistent execution.
• Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees