Financial Advisor Trainee: Build Your Client Book

Ameriprise Financial Services, LLC; Honolulu (HI); On-site; USD 26,000 - 32,000; Full time

Job summary

Ameriprise Financial Services, LLC in Honolulu, Hawaii invites motivated individuals to join a growing advisor team and build a personal book of business while shaping clients' financial future through ongoing planning relationships. You will work with an experienced advisor, develop a pipeline of contacts, and acquire the licenses required within 150 days of hire.

The role emphasizes collaboration, client service, and a strong results-oriented culture in a full-time, exempt/non-exempt

Qualifications

• Join Ameriprise in a team practice and support a seasoned financial advisor.
• Four-year college degree from an accredited institution.
• High confidence, perseverance and a goal-oriented mindset.
• Outstanding verbal, written, and listening communication skills.
• Willingness to learn from seasoned advisors in a collaborative environment.

Responsibilities

• Obtain required licenses/credentials within 150 days of hire (Series 7, S63/S66, S65/S66, life/health/variable products).
• Assist seasoned financial advisors in working with clients to help them achieve their financial goals.
• Deliver a unique client experience and support the practice.
• Develop and execute a robust marketing plan to achieve client acquisition goals.
• Identify clients to engage or re-engage in financial planning relationships.

Skills

Communication skills

Education

Four-year college degree

Job description

Ameriprise Financial Services, LLC in Honolulu, Hawaii invites motivated individuals to join a growing advisor team and build a personal book of business while shaping clients' financial future through ongoing planning relationships. You will work with an experienced advisor, develop a pipeline of contacts, and acquire the licenses required within 150 days of hire.

The role emphasizes collaboration, client service, and a strong results-oriented culture in a full-time, exempt/non-exempt