Associate Financial Advisor

Ameriprise Financial; Honolulu (HI); Hybrid; USD 85,000 - 150,000; Full time

Benefits offered by this job

401(k) with 3% match and 2% profit分享

Life insurance

Short-term and long-term disability

Competitive paid time off

Potential succession opportunity

Job summary

Ameriprise Financial is seeking an Associate Financial Advisor to join a thriving solo practice with over 25 years of experience and assets exceeding $400 million. You will engage with clients, nurture existing relationships and actively bring new clients on board while assisting in asset management under seasoned guidance.

The role is full-time, in-person with potential hybrid arrangements. Expect licenses within 3 months (Series 7/66, Minnesota Life & Health) and relocation to Edina, MN 55435.

Qualifications

• Minimum requirement of an undergraduate degree or higher.
• Preferred: Over 10 years of experience in the financial planning industry.
• Required licenses (or commitment to obtaining within the first 3 months of hire): Series 7, Series 66, and Minnesota State Life & Health.
• CFP designation preferred, or willingness to obtain over time.

Responsibilities

• Build relationships with existing clients to better serve and support them.
• Initially work with 70-80 high value financial planning clients.
• Actively engage in new client acquisition to grow the practice.
• Attend client meetings, take notes, document action items, and efficiently collaborate with the team on tasks.
• Perform in-depth analysis of client financial situations and create tailored financial plans.
• Assist in market research and portfolio management.
• Prepare financial planning summary letters.
• Follow up on client calls and requests.

Skills

Team player

Integrity

Attention to detail

Organizational skills

Communication skills

Time management

Compliance with FINRA

Education

Undergraduate degree

Series 7 license

Series 66 license

Minnesota Life & Health license

CFP designation preferred

Job description

Financial Advisor

Are you ready to step into a pivotal role within an established, thriving solo practice? As an Associate Financial Advisor joining our team, you'll have the unique opportunity to directly engage with clients, taking on existing relationships and guiding them towards their financial goals. With over 25 years of experience backing our practice and assets exceeding $400 million, we're primed for continued growth. Your role will be instrumental in driving this expansion, not only by nurturing existing client connections but also by actively bringing new clients on board. Beyond client relationships, you'll play a crucial part in asset management, working closely with our seasoned advisor to ensure optimal portfolio performance and growth. If you're driven, results-oriented, and eager to excel in a fast-paced environment, we want you on our team. Join us and be a part of our journey towards continued success and client satisfaction.

Responsibilities

• Build relationships with existing clients to better serve and support them.
• Initially work with 70-80 high value financial planning clients.
• Actively engage in new client acquisition to grow the practice.
• Attend client meetings, take notes, document action items, and efficiently collaborate with the team on tasks.
• Perform in-depth analysis of client financial situations and create tailored financial plans.
• Assist in market research and portfolio management.
• Prepare financial planning summary letters.
• Follow up on client calls and requests.

Key Traits and Skills

• Team player demonstrating integrity, hard work ethic, and high moral character.
• Positive attitude combined with a genuine desire to learn and develop.
• Exceptional attention to detail.
• Proficient in organizational and computer skills.
• Strong communication abilities.
• Excellent time management and task prioritization skills.
• Willingness to adhere to compliance rules and regulations as stated and required by advisor and FINRA.

Education, Experience & Designations

• Minimum requirement of an undergraduate degree or higher.
• Preferred: Over 10 years of experience in the financial planning industry.
• Required licenses (or commitment to obtaining within the first 3 months of hire): Series 7, Series 66, and Minnesota State Life & Health.
• CFP designation preferred, or willingness to obtain over time.

Compensation

Base salary 85k-150k, commensurate with experience. Bonus schedule available.

Benefits

• 401(k) with 3% match and 2% profit sharing
• Life insurance, $50,000 company paid
• Short-term and long-term disability insurance
• Competitive paid time off schedule
• Potential succession opportunity

Schedule

Monday to Friday. In office with opportunity for hybrid schedule.

Job Type

Full-time

Location

In person. Relocate before starting work to Edina, MN 55435.