Private Wealth Manager

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

Benefits offered by this job

Health insurance

Disability coverage

Life insurance

Flexible vacation and sick days

Job summary

Ameriprise Financial Services, LLC is offering a unique opportunity through their financial advisor development program in Midtown Manhattan. This role involves guiding clients with comprehensive financial planning while completing required licensing exams and participating in training programs.

Successful candidates will possess strong communication skills, familiarity with financial markets, and a commitment to developing tailored financial solutions. A commission-based compensation structure offers significant income potential ranging from $60,000 to $500,000 and above, depending on effort and skillset.

Qualifications

• Ability to be onsite in Midtown Manhattan.
• Familiarity with financial markets.

Responsibilities

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

Skills

Engaging communication skills

Financial planning or investment management

Proficiency in Salesforce

Proficiency in LinkedIn

Proficiency in Microsoft Office

Education

Prior experience or college degree

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.