Associate Financial Advisor

Ameriprise Financial Associate Financial AdvisorAt 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.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. 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.

Responds to ad hoc requests, coordinates/tracks projects and/or manages small business as usual projects such as organizing a client seminar.Position Functions:40% Financial Planning and Advice Identify clients to engage or re-engage in planning relationshipsPrepare for client meetings focused on planning discussionsGather and enter client data into Financial Planning Tool SuiteCreate planning deliverablesPerform case analysis and develop recommendationsConduct and/or participate in client meetings to present recommendations/deliver adviceTrack/hold clients accountable to agreed upon actionsAnswer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts20% Product Solutions Assess the client's risk toleranceAssess the client's goals and time frameRecommend portfolio/robust product solution that will fit the client's risk tolerance, goals and time frameRun illustrations and hypotheticalsDevelop appropriate product deliverablesPersuade clients to act upon suitable advice/recommendationsExecute appropriate trades to align with proposed portfolioMonitor economy, markets, and world events to determine any required strategic rebalancingManage wholesaler relationshipsConduct transactions on behalf of clients40% Business Management & Client Care Business management Review work methods and procedures for possible quality improvements and efficiencies and implement them when appropriateAssign and delegate work and provide feedback, when appropriate, to other practice support staffParticipate in daily stand-up and weekly staff meetingsAct as a technical resource and provide training and support to other practice membersClient care Set up and maintain client management system (i.e. Contact Manager)Write notes or letters to clients on personal letterheadReview and respond to emails as necessaryMaintain files and records in accordance with the records retention policyKey traits of a successful associate financial advisor:Ability to meet with clients and present planning strategiesHigh level of interpersonal skillsInitiative in business developmentEntrepreneurial perspective and desire to grow the businessAbility to recommend suitable investment products and servicesSuccess at planning and managing resources (time, people, budget) to run optimal practiceAbility to adhere to rules and regulations as stated and required by advisor, Ameriprise FinancialAbility to support and provide guidance for compliance within the advisor's practiceEducation and other designations:College degree or higher2+ years of similar experienceAlready have successfully completed the following: Series 7, Series 66, and State life, accident and health insurance licenseBase Pay Salary: The salary will be $80k - $110k (plus commission)Full-Time/Part-Time: Full timeAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.