Financial Advisor Trainee: Build Your Client Book

Ameriprise Financial Services, LLC

Honolulu (HI)

On-site

USD 26,000 - 32,000

Full time

2 days ago

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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.