P1 Advisor

Jobtailor; Conshohocken (Montgomery County); On-site; USD 65,000 - 90,000; Full time

Job summary

Ameriprise Financial is seeking a motivated individual to work with an experienced advisor to build a personal book of business and develop ongoing financial planning relationships focused on clients’ goals.

You will support seasoned advisors, manage a pipeline of leads, and help deliver comprehensive financial plans while fostering strong client relationships and a differentiated client experience.

Qualifications

• Must develop and maintain financial planning relationships with clients.
• Strong data analysis to support recommendations and decisions.
• Ability to create differentiated client experiences and market plans.

Responsibilities

• Develop ongoing financial planning relationships focused on clients’ goals.
• Build pipeline of personal and professional contacts and new leads.
• Assist seasoned advisor(s) in helping clients achieve financial goals.
• Develop and execute marketing plans to achieve client acquisition goals.

Skills

Financial Planning

Data Analysis

Product Expertise

Marketing Plan Development

Business Operations Management

Outstanding Communication Skills

Team Collaboration

Accountability

Education

Four-year college degree

Job description

Work with an experienced advisor to build a personal book of business
Develop ongoing financial planning relationships focused on clients’ goals
Build a pipeline of personal and professional contacts and new leads
Assist seasoned financial advisor(s) in helping clients achieve financial goals
Serve as a key team practice member and create a differentiated client experience
Support clients and prospects holistically and/or specialize in products or services
Develop and execute marketing plans to achieve client acquisition goals
Identify clients for engagement or re-engagement in financial planning relationships
Gather and analyze data and develop financial planning recommendations
Help prepare and/or deliver financial plans and foster ongoing client relationships
Become a product expert, run illustrations and develop product-centric recommendations
Manage business operations, recommend process improvements, own staff meeting agendas and monitor budgets/expenses
Manage the practice’s client service model and consistent execution

Requirements

• Obtain 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)
• State Life, Health Insurance and Variable Products lines
• Attend and engage in licensing coaching as required
• Make progress within licensing and appointment preparation timelines
• Join Ameriprise in a team practice and support a seasoned financial advisor or advisors
• Preferred: Four-year college degree from an accredited institution
• High level of confidence, perseverance and desire to succeed in a goal-oriented environment
• Accountability for results
• Outstanding verbal, written and listening communication skills
• Willingness to learn from seasoned financial advisor(s) and work in a collaborative, team-centric environment
• Follow high standards of business and professional ethics and legal and regulatory requirements

Core Competencies

Demonstrates expertise in financial planning, client relationship management, and business operations while adhering to regulatory requirements. Capable of developing marketing strategies and fostering a collaborative team environment to achieve client acquisition goals.

Highest-signal resume keywords

• FINRA Series 7
• Active State Securities Agent Registration
• Active IAR Registration
• Financial Planning Recommendations
• Client Relationship Management

ATS Optimization Keywords

Hard Skills

• Financial Planning
• Data Analysis
• Product Expertise
• Marketing Plan Development
• Business Operations Management

Soft Skills

• Outstanding Communication Skills
• Confidence
• Perseverance
• Accountability
• Team Collaboration

Certifications & Qualifications

• State Life Insurance License
• Health Insurance License
• Variable Products License

Industry Keywords

• Client Acquisition
• Financial Goals
• Client Service Model
• Regulatory Compliance
• Professional Ethics