About this role
Duties and Responsibilities:
Financial Advisor can expect to focus their work in the following areas:
· Client relationship management for clients, including ongoing and regular client contact and communications
· Client service, including client meeting preparation, portfolio changes and reviews, information data gathering, implementation of recommendations, account service and maintenance, and reporting
· Comprehensive financial planning including coordination of asset management, estate planning, and risk management
· Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management)
· Client and team meetings, as required, special projects, as appropriate.
· Periodic service as a member of the Investment Committee and Financial Planning Committee
Qualifications:
The Financial Advisor position requires the following qualifications:
· Self-confidence, personal integrity, and an understanding of fiduciary responsibility
· Need to have a minimum of 12-15 years of experience with advising clients using planning software to help clients reach their goals. This is a key component of the process.
· Ability to multi-task, manage time effectively, and prioritize
· A team player, with strong leadership skills
· Desire/ability to work successfully in a small company environment where it is expected that you will wear many hats with varied responsibilities
· Bachelor’s Degree from an accredited college or university (required), CFP a plus. The willingness to get the CFP designation is required.
· Proficiency in Money Guide Pro, Microsoft Word, Excel, PowerPoint, and Outlook, as well as experience with financial planning, client relationship management (CRM), and portfolio management (PM) software
· FINRA Series 7, 66 and VA Life and Health Insurance licenses
· Excellent written and oral communication skills as well as good listening skills
· Detail-oriented focus and a professional demeanor
Salary and Benefits:
Pay/benefits are competitive based on industry standards.
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.
Full-Time/Part-Time
Other facts
About Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social
*Ameriprise Financial Q1 2024 Earnings Release.
What you'll do
- The Financial Advisor will manage client relationships and ensure a positive client experience through various financial services. Responsibilities include comprehensive financial planning, client asset management, and participation in investment and financial planning committees.
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