Full-Time

Financial Advisor

Posted on 10/25/2024

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Compensation Overview

$52.9k - $65.5kAnnually

Mid, Senior

No H1B Sponsorship

Bellevue, WA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Marketing
Requirements
  • 3+ years of work experience with a proven track record of success.
  • Have a network of personal and professional contacts within the local area that you may engage for referrals.
  • Showcase a background in building strong relationships and delivering superior client service.
  • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
  • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
  • Ability to obtain required licenses within 150 days of hire:
  • o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
  • o State Securities (Series 63 or Series 66)
  • o State IAR (Series 65 or Series 66)
  • o State Life, Health Insurance and Variable Products lines
Responsibilities
  • Attend and engage in coaching and training led by the leadership team and established advisors.
  • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
  • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
  • Schedule and conduct financial planning and advice meetings with clients and client prospects.
  • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
  • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
  • Build a book of business as a stand-alone Ameriprise Financial advisor.
  • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
  • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.

Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients assess their retirement readiness and providing strategies to manage investment risks. Clients can engage in discussions with advisors to explore various financial decisions, such as whether to pay off a mortgage early, considering both the potential savings and other financial factors. What sets Ameriprise apart from competitors is their focus on personalized financial conversations, which aim to help clients make informed and rational investment choices. The company's goal is to empower individuals to achieve their financial dreams and secure a confident retirement.

Company Stage

IPO

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

1894

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for personalized advice due to economic uncertainty benefits Ameriprise's advisor network.
  • Interest in ESG investing aligns with Ameriprise's sustainable investment strategies.
  • Digital financial planning tools enhance client engagement and streamline interactions for Ameriprise.

What critics are saying

  • Departure of key advisors and data breaches threaten Ameriprise's reputation and client trust.
  • LPL Financial's lawsuit could harm Ameriprise's image and advisor recruitment efforts.
  • Competitors recruiting former Ameriprise leaders may impact its strategic initiatives.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial advice through a vast network of experienced advisors.
  • The firm integrates ESG investing to attract environmentally conscious clients.
  • Ameriprise invests in cybersecurity to enhance client trust and differentiate itself.

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