Financial Advisor Associate

Threadneedle group; Clayton (MO); On-site; USD 50,000 - 70,000; Full time

Job summary

Une entreprise de services financiers dynamique recherche un membre d'équipe pour soutenir des conseillers financiers. Ce rôle implique de travailler au développement des affaires, de gérer les relations avec les clients et de respecter des normes élevées d'éthique professionnelle. Les candidats doivent être motivés, posséder un diplôme universitaire et être prêts à obtenir les licences nécessaires.

Qualifications

• Capacité à travailler dans un environnement orienté vers des objectifs.
• Désir d'apprendre des conseillers financiers expérimentés.
• Compétences exceptionnelles en communication verbale et écrite.

Responsibilities

• Obtenir les licences requises dans les 150 jours suivant l'embauche.
• Assister les conseillers financiers dans la gestion des relations avec les clients.
• Développer un plan de marketing robuste pour atteindre les objectifs d'acquisition.

Skills

Communication

Perseverance

Accountability

Education

Four-year college degree

Job description

Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.

Key Responsibilities

• Obtain your required licenses/credentials within 150 days of hire:

- FINRA Series 7
- Active State Securities Agent Registration (S63 or S66)
- Active IAR Registration (S65 or S66) and
-State Life, Health Insurance and Variable Products lines.

• Attend and engage in licensing coaching, as required. Be accountable for making progress within the program’s licensing and appointment preparation timelines.
• Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
• Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
• Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:

-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 specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
-Manage the practice’s client service model and consistent execution.

• Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.

Required Qualifications

• Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.

Preferred 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.

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Sales

Line of Business

AAG Ameriprise Advisor Group