Premier financial advisory firm seeks ambitious individual who seeks a career in the financial advisory field
Step into an instrumental role. Help conduct the smooth operation of a fast-pacedand friendlyfinancial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Attention to detail and the ability to work with a team to achieve a collective goal will be critical as the candidate will be collaborating with several areas of the practice structure.
Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on 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.
Execute appropriate trades to align with proposed portfolio.
Run illustrations and hypotheticals.
Assist with meeting preparation and after meeting action items.
Work with home office to ensure accurate account setup and resolve issues.
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
Recommend portfolio/robust product solution that will fit the client's risk tolerance, goals and time frame.
As a critical component of the practice, the successful candidate will need to become proficient with the Ameriprise Brokerage Platform (powered by Thomson). Training will be provided.
Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
College degree or higher
2+ years of similar experience
Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses
About Our Company
With the right company, life can be brilliant. At Ameriprise, 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. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.