About this role
- Obtain your required licenses/credentials within 150 days of hire:
- 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:
-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.
Required Qualifications
- Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.
Preferred Qualifications
- 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.
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
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.
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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
- Assist seasoned financial advisors in helping clients achieve their financial goals while building a personal book of business. Develop and execute marketing plans, gather and analyze data, and foster ongoing financial planning relationships with clients.
Ready to join Ameriprise Financial Services, LLC?
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