Emerging Financial Advisor: Grow Your Client Book

00015 Ameriprise Financial Services, LLC.; Raleigh (NC); On-site; USD 42,000 - 70,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a motivated individual to work with an experienced advisor to build a personal book of business and develop ongoing financial planning relationships focused on helping clients achieve their goals.

You will build a pipeline with contacts and new leads, and you will obtain required licenses within 150 days of hire, including FINRA Series 7, S63 or S66, S65 or S66, and Life/Health/Variable Products registrations.

Qualifications

• Outstanding verbal, written and listening communication skills.
• Willingness to learn from seasoned financial advisor(s).
• Show accountability to your results.
• Strong desire to succeed in a goal-oriented environment.

Responsibilities

• Obtain required licenses/credentials within 150 days of hire: FINRA Series 7, S63 or S66, S65 or S66, and Life/Health/Variable Products licenses.
• Build a pipeline with personal and professional contacts and new leads.
• Assist seasoned financial advisor(s) in working with clients to help them achieve financial goals.
• Serve as a key team member delivering a differentiated client experience.

Skills

Communication skills

Education

Four-year college degree

Job description

Ameriprise Financial Services, LLC is seeking a motivated individual to work with an experienced advisor to build a personal book of business and develop ongoing financial planning relationships focused on helping clients achieve their goals.

You will build a pipeline with contacts and new leads, and you will obtain required licenses within 150 days of hire, including FINRA Series 7, S63 or S66, S65 or S66, and Life/Health/Variable Products registrations.