Financial Advisor Associate

Ameriprise Financia; Seattle (WA); Presencial; USD 43.000 - 45.000; Jornada completa

Descripción de la vacante

Ameriprise Financial in Seattle is seeking a driven professional to work with an experienced advisor and build a personal book of business. You will help shape clients' financial future through ongoing planning relationships, developing a pipeline of contacts and new leads.

You will pursue required licenses (Series 7, S63/S66, S65/S66, life/health/variable products) within 150 days and support the team in delivering holistic financial planning and product recommendations.

Formación

• Four-year college degree required.
• Strong verbal and written communication skills.
• Willingness to learn from a seasoned financial advisor.

Responsabilidades

• Assist licensed advisors in serving clients and building relationships.
• Obtain FINRA Series 7 license and state registrations within 150 days of hire.
• Develop and execute a marketing plan to support client acquisition goals.
• Gather data, analyze financial planning options, and prepare recommendations.
• Provide product- and plan-centric recommendations and illustrations as needed.
• Support operations, scheduling, and client service to ensure an exceptional client experience.

Conocimientos

Communication skills

Team player

Goal oriented

Accountability

Willingness to learn

Educación

Bachelor's degree

Descripción del empleo

About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves 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.Job DescriptionWork 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 ResponsibilitiesObtain 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 QualificationsJoin Ameriprise in a team practice and support a seasoned financial advisor or advisors.Preferred QualificationsFour-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.Base Pay Salary$44,304.00-$44,304.00Full-Time/Part-TimeFull timeExempt/Non-ExemptNon-ExemptJob Family GroupSalesLine of BusinessAAG Ameriprise Advisor GroupAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.