Aspiring Financial Advisor: Grow Your Client Base

Ameriprise Financial Services, LLC; Virginia Beach (VA); On-site; USD 26,000 - 32,000; Full time

Job summary

Ameriprise Financial Services, LLC in the United States is seeking a driven financial services professional to partner with an experienced advisor. You will help shape clients' financial futures by building a personal book of business and developing ongoing planning relationships with clients.

You will establish a pipeline with contacts and new leads, pursue required licenses, and contribute to delivering a differentiated client experience as part of a collaborative, team-driven practice.

Qualifications

• Four-year college degree from an accredited institution.
• High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
• Show accountability to your results.
• Outstanding verbal, written and listening communication skills.
• Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.

Responsibilities

• Obtain your required licenses/credentials within 150 days of hire.
• Assist seasoned financial advisor(s) in working with clients to help them achieve their financial goals.
• Serve as a key team practice member, creating and delivering a unique client experience.
• Provide support to clients and prospects by serving them holistically and/or specializing in products or services.
• 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 the practice's client service model and ensure consistent execution.

Skills

Communication skills

Sales experience

Education

Bachelor's degree

Job description

Ameriprise Financial Services, LLC in the United States is seeking a driven financial services professional to partner with an experienced advisor. You will help shape clients' financial futures by building a personal book of business and developing ongoing planning relationships with clients.

You will establish a pipeline with contacts and new leads, pursue required licenses, and contribute to delivering a differentiated client experience as part of a collaborative, team-driven practice.