Experienced Financial Advisor
About The Position
Ameriprise Financial LLC is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Ameriprise Financial is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Ameriprise Financial Advisors as part of Coastal Wealth Management help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. At Coastal Wealth Management at Ameriprise, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Coastal Wealth Management financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as a company and believe when we work together, we best meet the full needs of our customers and clients.
Requirements
- FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
- Experience managing client portfolios and driving growth
- Proven relationship building and business development skills
Nice To Haves
- Bachelor's degree or higher strongly preferred
- Proven ability to partner and promote lead generation.
- Experience balancing investment management, sales activities and new client development.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Possess excellent communication skills, both written and verbal
- Highly entrepreneurial
Responsibilities
- Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
- Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
- Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval by compliance guidelines and policies
- Source prospective clients and capitalize on referrals
- Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor
Benefits
- Access to paid time off
- Resources and support for our employees
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Senior
