Private Wealth Advisor

Ameriprise Financial Services, LLC; New York (NY); On-site; USD 60,000 - 500,000; Full time

Benefits offered by this job

Retirement plan options

Health insurance

Disability coverage

Long-term care

Life insurance

Flexible vacation and sick days

Job summary

Ameriprise Financial Services, LLC is seeking candidates for its financial advisor development program, based in Midtown Manhattan. The role involves completing licensing exams, engaging in business development, and attending training programs to prepare for client advisory duties.

You will construct comprehensive financial plans, recommend and implement portfolio solutions, and handle regulatory paperwork while pursuing licensing progression.

Qualifications

• Onsite in Midtown Manhattan with networking opportunities.
• College degree or relevant experience in finance.
• Familiarity with financial markets and planning concepts.

Responsibilities

• Constructing comprehensive financial plans.
• Recommending and implementing portfolio solutions.
• Completing paperwork and licensing requirements.
• Maintaining proper licensing as required.

Skills

Financial planning

Communication

Sales tools usage

Education

Bachelor's degree or equivalent

Tools

Salesforce

LinkedIn

Microsoft Office

Job description

We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.

Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what’s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences.

Role Summary

This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs.

Job Responsibilities

• Constructing comprehensive financial plans
• Recommending and implementing portfolio solutions
• Completing paperwork
• Obtaining and maintaining proper licensing

Qualifications

• Ability to be onsite in Midtown Manhattan
• Prior experience or college degree
• Familiarity of financial markets

Desired Skills

• Experience holding intelligent and engaging conversations over the phone and email
• Financial planning or investment management
• Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc.

Compensation

Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income.

Location

Onsite in midtown Manhattan.

Working Conditions

Collaborative office space with 20+ employees.

Benefits and Perks

Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.