Financial Planning Associate: Build Your Client Book

Ameriprise Financial Services, LLC; New Haven (CT); On-site; USD 60,000 - 95,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking an aspiring financial advisor to build a personal book of business and shape clients' financial future through ongoing planning relationships. You will develop a pipeline of leads and collaborate with experienced advisors to deliver personalized client experiences.

Responsibilities include assisting advisors, executing a robust marketing plan, gathering data for planning, and presenting recommendations.

Qualifications

• Licenses required within 150 days of hire.
• FINRA Series 7, S63/S66 and IAR registrations pursued post-hire.
• Life,Health and Variable Product licenses needed for practice.
• Bachelor's degree from an accredited institution is preferred.

Responsibilities

• Assist seasoned financial advisors in helping clients achieve financial goals.
• Build and manage a pipeline of clients and new leads.
• Develop and deliver financial planning recommendations.
• Execute marketing plans to acquire new clients.
• Maintain high ethical and regulatory standards in all activities.
• Participate in licensing coaching and onboarding activities.

Skills

FINRA Series 7

S63/S66 Registration

IAR Registration

Life/Health/Variable Licenses

Education

Four-year college degree

Job description

Ameriprise Financial Services, LLC is seeking an aspiring financial advisor to build a personal book of business and shape clients' financial future through ongoing planning relationships. You will develop a pipeline of leads and collaborate with experienced advisors to deliver personalized client experiences.

Responsibilities include assisting advisors, executing a robust marketing plan, gathering data for planning, and presenting recommendations.