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Ameriprise Financial Services, LLC · 2 days ago

Financial Advisor Associate

Palm Beach Gardens, FL

Full-time

Onsite

Mid Level

3+ years exp

Ameriprise Financial Services, LLC is a diversified financial services leader with a focus on financial planning and advice. The Financial Advisor Associate role involves generating client prospects, conducting financial planning meetings, and building strong relationships with clients to support their financial goals.

CommercialConstructionProperty ManagementReal EstateResidential

No H1B

Responsibilities

Attend and engage in coaching and training led by the leadership team and established advisors

Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals

Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice

Schedule and conduct financial planning and advice meetings with clients and client prospects

Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals

Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results

Build a book of business as a stand-alone Ameriprise Financial advisor

If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum

Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities

Qualification

FINRA Series 7State SecuritiesState IARState LifeHealth InsuranceClient relationship buildingEntrepreneurial spiritCoaching relationshipGoal-oriented environmentNetworking

Required

3+ years of work experience with a proven track record of success

Have a network of personal and professional contacts within the local area that you may engage for referrals

Showcase a background in building strong relationships and delivering superior client service

Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years

Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status

Ability to obtain required licenses within 150 days of hire: FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam), State Securities (Series 63 or Series 66), State IAR (Series 65 or Series 66), State Life, Health Insurance and Variable Products lines

Preferred

Four-year college degree, or equivalent

Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment

Willingness and desire to be part of a coaching relationship and peer learning environment

Proven track record of continued success in all industries and careers including, but not limited to: Accountants, Attorneys, Bankers, CERTIFIED FINANCIAL PLANNER™ professionals, Community leaders, Consultants, Entrepreneurs, Fundraisers, Insurance agents, Military personnel, Professional athletes, Real estate agents and developers, Risk managers, Sales and marketing professionals, Teachers and educators