What are the responsibilities and job description for the Associate Financial Advisor position at Ameriprise Financial Inc?
Continue your instrumental role in helping clients achieve their financial goals by joining a growing practice. Help conduct the smooth operation of a highly successful financial planning firm. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in the daily business operations and help continue to grow this expanding practice. The Associate Financial Advisor will work alongside financial advisors in guiding clients to help them achieve their financial goals. The employing franchise owner and current staff members will lead you in honing your skills to service existing clients within the Ameriprise Financial framework. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and performing work activities. Position Responsibilities: The position responsibilities for this opportunity are: 1) Processing of Client Transactions 2) Financial Planning and Advice 3) Product Solutions 4) Business Management and Client Care These positions responsibilities will be reviewed in more detail during an initial interview process for qualified candidates. Key Traits for Position: The Associate Financial Advisor candidate should possess many of the following traits: 1) Ability to communicate effectively with clients concerning all aspects of financial planning 2) Ability to maintain the highest standards of ethical practice 3) Past success in leading groups of people towards a common goal 4) Excellent organization skills 5) Entrepreneurial perspective and desire to grow the business 6) Ability to adapt to change in an ever-evolving profession 7) Proven track record of developing and retaining client relationships Preferred Education & Experience Requirements: College degree or higher 2 years in the financial services industry working with clients No history of tax liens, bankruptcy or debt forgiveness Satisfactory background investigation Licensing Requirements: Series 7, Series 66 (or equivalent) and Indiana Life and Health Insurance License 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. This position is with an Ameriprise Financial Franchise owner. 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. Full-Time/Part-Time Full time We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
