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

Bridgeport, CT, USA

Category
Financial Planning and Analysis (FP&A)
Insurance
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 prepare for retirement, manage investments, and make informed financial decisions. Clients work with advisors to create personalized financial plans that address their specific goals and concerns, such as risk management and mortgage strategies. What sets Ameriprise apart from competitors is their focus on building long-term relationships with clients and providing tailored advice that considers both current and future financial needs. The company's goal is to empower individuals to achieve their financial dreams and live confidently in retirement.

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 provides opportunities for Ameriprise to expand offerings.

What critics are saying

  • Departure of key advisors leads to client data breaches and potential trust issues.
  • Legal disputes with competitors over advisor independence and client privacy persist.

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 expands ESG investment products to meet growing interest in sustainable investing.

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