Financial Advisor Associate

Threadneedle group; Saddle Brook (NJ); On-site; USD 43,000 - 60,000; Full time

Job summary

An established industry player seeks motivated individuals to support seasoned financial advisors in building lasting client relationships. This full-time role involves obtaining necessary licenses, engaging in client planning, and delivering tailored financial solutions. With a commitment to ethics and excellence, you will contribute to a team that manages over $1 trillion in assets. If you possess strong communication skills and a desire to succeed in the financial services sector, this opportunity offers a rewarding career path with growth potential.

Qualifications

• Support seasoned financial advisors in achieving client goals.
• Gather and analyze data to develop financial recommendations.

Responsibilities

• Obtain required licenses within 150 days of hire.
• Create and deliver unique client experiences.
• Manage parts of the business such as operations and budgets.

Skills

Excellent communication skills

Team collaboration

Client engagement

Data analysis

Education

Four-year college degree

Job description

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

Key Responsibilities

Obtain 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)
• State Life, Health Insurance, and Variable Products lines

Attend and engage in licensing coaching as required, and make progress within licensing and appointment timelines.

Assist seasoned financial advisors in working with clients to achieve their financial goals.

Create and deliver a unique client experience that differentiates the practice.

Support clients and prospects holistically or through specialized products/services, including:

• Develop and execute marketing plans to acquire clients.
• Identify clients for engagement or re-engagement in financial planning.
• Gather and analyze data to develop financial recommendations.
• Help prepare and deliver financial plans, fostering ongoing relationships.
• Become a product expert, serve clients/prospects, run illustrations, and develop recommendations.
• Manage parts of the business such as operations, process improvements, staff agendas, and budgets.
• Manage the practice’s client service model and ensure consistent execution.

Follow high standards of ethics, legal, and regulatory requirements in all activities.

Required Qualifications

• Support a seasoned financial advisor or advisors as part of a team practice.

Preferred Qualifications

• Four-year college degree from an accredited institution.
• High confidence, perseverance, and a strong desire to succeed.
• Accountability for results.
• Excellent communication skills.
• Willingness to learn from experienced advisors and work collaboratively.

About Our Company

We’re a diversified financial services leader with over $1 trillion in assets under management as of 2022. Our team of 20,000 in more than 20 countries advise over 2 million clients. We are leaders in financial planning, asset management, and insurance, committed to our clients and communities worldwide.

Base Pay Salary

$43,888 - $60,000

Ameriprise Financial is an equal opportunity employer, considering all qualified applicants without discrimination.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Sales

Line of Business

AAG Ameriprise Advisor Group