Aspiring Financial Advisor: Grow Your Client Book

00015 Ameriprise Financial Services, LLC.; Alpharetta (GA); Sur place; USD 55 000 - 80 000; Plein temps

Résumé du poste

Ameriprise Financial Services, LLC. is hiring for a team-based advisor trainee role in Alpharetta, GA. You will work with an experienced advisor to build a personal book of business and shape clients' financial futures.

You will develop a pipeline of contacts, complete required licenses within 150 days, and support seasoned advisors in delivering comprehensive financial planning and client service.

Qualifications

• Outstanding verbal, written and listening communication skills.
• Willingness and desire to learn from seasoned financial advisor(s).
• High level of confidence, perseverance and a goal-oriented mindset.
• Show accountability to your results.

Responsabilités

• Work with an experienced advisor to build a personal book of business and shape clients' financial future.
• Develop a pipeline of personal and professional contacts and new leads.
• Obtain required licenses within 150 days of hire (FINRA Series 7, S63/S66, IAR/S65/S66, life/health/variable products).
• Assist seasoned advisors in working with clients to achieve their goals.
• Support the practice by delivering a differentiated client experience and managing client service.

Connaissances

Communication skills

Team orientation

Willingness to learn

Accountability to results

Formation

Four-year college degree

Description du poste

Ameriprise Financial Services, LLC. is hiring for a team-based advisor trainee role in Alpharetta, GA. You will work with an experienced advisor to build a personal book of business and shape clients' financial futures.

You will develop a pipeline of contacts, complete required licenses within 150 days, and support seasoned advisors in delivering comprehensive financial planning and client service.