Growth-Focused Financial Advisor Associate

Ameriprise Financial Services, LLC; Limerick (Montgomery County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Training & development

Job summary

Ameriprise Financial Services, LLC in Montgomery County, Limerick is seeking an Associate Financial Advisor to assist clients in achieving their financial goals. The role involves managing client data, preparing financial plans, and execution of marketing strategies. Candidates should have a college degree, relevant licenses, and experience in financial advising. Responsibilities also include client meetings and business management tasks. A competitive salary and benefits such as 401(k) matching and paid time off are offered.

Qualifications

• Must meet with clients and present planning strategies effectively.
• Ability to source and acquire new clients through various marketing techniques.
• High level of interpersonal skills required for client interaction.

Responsibilities

• Assist clients in achieving financial goals and conducting planning meetings.
• Implement marketing plans to acquire new clients and coordinate seminars.
• Manage client data and prepare financial plans and recommendations.

Skills

Interpersonal skills

Business development

Client relationship management

Financial planning

Investment product recommendation

Education

College degree or higher

2+ years of experience

Series 7 license

Series 66 license (or equivalent)

State life, accident and health insurance licenses

Job description

Ameriprise Financial Services, LLC in Montgomery County, Limerick is seeking an Associate Financial Advisor to assist clients in achieving their financial goals. The role involves managing client data, preparing financial plans, and execution of marketing strategies. Candidates should have a college degree, relevant licenses, and experience in financial advising. Responsibilities also include client meetings and business management tasks. A competitive salary and benefits such as 401(k) matching and paid time off are offered.