ALP

Job Description

Work 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.

Responsibilities

Work 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.

Required Qualifications

• Obtain 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.

Preferred Qualifications

• Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.

About Our Company

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.