Financial Advisor

Job Description

The Financial Advisor serves as the lead contact for high-net-worth clients with medium to complex relationships. This individual should demonstrate a high level of credibility, presence, and confidence in working with clients. The Financial Advisor handles meetings on their own and will hold joint meetings with the Senior Financial Advisors. The Financial Advisor will focus mainly on relationship deepening from existing clients.

Responsibilities

Areas of Responsibility

• Manage existing client base

• Provide financial advice

• Analyze and recommend changes to portfolios

• Review investment plans and present to clients

• Implement solutions

• Manage a pipeline using CRM

• Focus on growing the firms client / asset base by participating in the existing marketing plan and events

Required Qualifications

Education Level and Experience

• 5-8 years of relevant Financial Services Experience
• CFA, CFP, and/or MBA preferred.
• Knowledge And Skills

Excellent client service skills

• Superior oral/written communication, analytical and thought leadership skills.

• Strong team player

• Strong work ethic

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.

Landmark Wealth Group
Landmark Wealth Group is an organization focused on growth, excellence and opportunity. Our mission is to be an essential partner in our client’s pursuit of financial success. Landmarks strategy is to work cohesively with our clients, colleagues and community business partners to achieve the best results for all stakeholders.