Full-Time

Financial Advisor

Confirmed live in the last 24 hours

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Mid

No H1B Sponsorship

Downers Grove, IL, 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:
  • FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
  • State Securities (Series 63 or Series 66)
  • State IAR (Series 65 or Series 66)
  • State Life, Health Insurance and Variable Products lines
  • Four-year college degree, or equivalent
  • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
  • Willingness and desire to be part of a coaching relationship and peer learning environment.
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 conversations about their financial goals, such as whether to pay off a mortgage early, with the guidance of an advisor. What sets Ameriprise apart from competitors is their focus on personalized financial conversations and the emphasis on rational decision-making in investing. The company's goal is to empower clients to achieve their financial dreams and live the life they have earned.

Company Stage

N/A

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Joining Ameriprise offers the opportunity to work with a leading financial planning firm with a strong reputation and extensive client base.
  • The company's focus on personalized financial advice allows advisors to build meaningful relationships with clients, enhancing job satisfaction.
  • Ameriprise's philanthropic efforts and community involvement can provide employees with a sense of purpose and pride in their work.

What critics are saying

  • Legal disputes, such as the ongoing lawsuit with LPL Financial, could impact Ameriprise's reputation and create a challenging work environment.
  • The competitive nature of the financial advisory industry may pressure Ameriprise to continuously innovate and differentiate its services.

What makes Ameriprise Financial unique

  • Ameriprise Financial emphasizes personalized financial planning and advisor-client relationships, setting it apart from competitors who may focus more on automated or impersonal services.
  • The firm's Confident Retirement® approach and focus on retirement readiness provide a unique value proposition in the financial advisory market.
  • Ameriprise's commitment to philanthropy, as evidenced by nearly $2 million in grant funding, enhances its reputation as a socially responsible company.

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