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

Entry, Junior

Bridgeport, CT, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Marketing
Data Analysis
Requirements
  • Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.
Responsibilities
  • Obtain your required licenses/credentials within 150 days of hire:
  • - FINRA Series 7
  • - Active State Securities Agent Registration (S63 or S66)
  • - Active IAR Registration (S65 or S66)
  • - 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:
  • - Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals.
  • - 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.

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 who can help them make informed decisions. What sets Ameriprise apart from competitors is their focus on personalized financial planning and the emphasis on building a confident retirement strategy tailored to individual needs. The company's goal is to empower clients to achieve their financial dreams and live the life they have earned.

Company Stage

IPO

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

1894

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for personalized advice can drive more clients to Ameriprise.
  • Digital financial planning tools enhance client engagement and streamline advisor interactions.
  • Growing interest in ESG investing allows Ameriprise to expand its sustainable product offerings.

What critics are saying

  • Departure of key advisors and data breaches pose significant risks to Ameriprise.
  • Legal disputes with LPL Financial could damage Ameriprise's reputation and client trust.
  • Recruitment of former Ameriprise leaders by competitors may lead to talent loss.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial advice amid economic uncertainty and market volatility.
  • The firm leverages digital tools to enhance client engagement and streamline interactions.
  • Ameriprise provides ESG investment products, catering to the growing interest in sustainable investing.

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