Associate Financial Advisor job vacancy in Ameriprise Financial – Jobs in Delaware

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Job Details
Company Name : Ameriprise Financial
Company Location : Wilmington, DE 19808
Job Position : Associate Financial Advisor
Job Category : Jobs in Delaware

Job Description :

Associate Financial Advisor

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.

The Associate Financial Advisor will assist Financial Advisor(s) as they work with clients to help them achieve their financial goals while providing an excellent client experience. The lead advisor will mentor you as you hone your skills and build a base of clients you work with, including current clients as well as new clients you acquire. Responsibilities will change over time as your skill level increases.

Earning potential is unlimited. The position will pay a base salary of $60k+ for an agreed-upon timeframe. The base salary will gradually reduce as you acquire/develop clients.

Responsibilities include but not limited to:

  • Work with clients to engage or re-engage planning relationships
  • Prepare for client meetings focused on planning
  • Perform case analysis and develop recommendations
  • Conduct and/or participate in client meetings to present recommendations/deliver advice
  • Track/hold clients accountable to agreed-upon actions
  • Answer questions and provide readily available information to clients as they relate to servicing their accounts
  • Develop and implement an annual marketing plan to meet client acquisition goals
  • Learn product knowledge and make recommendations based on clients’ risk tolerance, goals, and timeframe
  • Conduct transactions and execute trades to align with proposed portfolio
  • Monitor economy, markets, and world events to determine any required strategic rebalancing
  • Complete post-meeting tasks and delegate as appropriate

Key traits of a successful Associate Financial Advisor.

  • Ability to meet with clients and present planning strategies.
  • Ability to source prospective clients
  • High level of interpersonal skills
  • Entrepreneurial perspective and desire to grow the business
  • Ability to recommend suitable investment products and services
  • Success at planning and managing resources (time, people, budget) to run optimal practice.
  • Effective and efficient time management
  • Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise Financial
  • Positive attitude and sincere willingness to constantly learn and grow

Qualifications

  • College degree or higher
  • 2+ years of similar experience
  • Already have federal and state licenses and registrations for securities, including Series 7, Series 66, and already have or be willing to study and pass state life, accident, and health insurance licenses.

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Paid time off
  • Professional development assistance

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay

Education:

  • Bachelor’s (Preferred)

License/Certification:

  • Series 7 (Preferred)

Work Location: One location

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