P1 Advisor Non-Exempt

Ameriprise Financial; Conshohocken (Montgomery County); On-site; USD 60,000 - 82,000; Full time

Job summary

Ameriprise Financial in the United States is seeking a candidate to work with an experienced advisor to build a personal book of business and shape clients' financial futures through ongoing planning.

In this trainee role, you will complete required licenses within 150 days, support seasoned advisors, and help develop marketing plans, gather data, and prepare financial plans while delivering a superior client experience.

Qualifications

• Four-year college degree from an accredited institution.
• Strong verbal, written, and listening communication skills.
• Desire to learn from seasoned advisors and collaborate in a team.
• Ability to develop and execute a marketing plan to acquire clients.

Responsibilities

• Obtain required licenses/credentials within 150 days of hire.
• Assist seasoned advisors in helping clients achieve financial goals.
• Develop and execute a robust marketing plan to acquire clients.
• Gather and analyze data to develop financial planning recommendations.
• Support client service and contribute to the practice's operations.

Skills

Communication skills

Team collaboration

Goal oriented

Education

Bachelor's degree

Job description

About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.Job DescriptionWork with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.Key ResponsibilitiesObtain your 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) and-State Life, Health Insurance and Variable Products lines.Attend and engage in licensing coaching, as required. Be accountable for making progress within the program’s licensing and appointment preparation timelines.Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:-Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals.-Identify clients to engage or re-engage in financial planning relationships.-Gather and analyze data and develop financial planning recommendations.-Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients.-Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.-Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.-Manage the practice’s client service model and consistent execution.Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.Required QualificationsJoin Ameriprise in a team practice and support a seasoned financial advisor or advisors.Preferred QualificationsFour-year college degree from an accredited institution.High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.Show accountability to your results.Outstanding verbal, written and listening communication skills.Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.Full-Time/Part-TimeFull timeExempt/Non-ExemptNon-ExemptJob Family GroupSalesLine of BusinessAAG Ameriprise Advisor GroupAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.