Associate Financial Advisor

Job Summary

Are you the type of person with an entrepreneurial spirit who sets high standards and strives for excellence? Do you have a passion for finance and helping people? Do you dream of becoming a financial advisor?

Achieve your dreams and help clients realize theirs with a career at Ameriprise Financial.

Our success is based on relationships, established and strengthened by talented people like you. Ameriprise Financial is a longstanding leader in financial planning and advice with a holistic approach that fosters lasting personal relationships and helps people feel confident about their financial future. When you join Ameriprise, you’ll find unparalleled culture, support and opportunities to make a difference in clients’ lives.

Take the first step in joining our team of talented professionals by applying for a position below.

Position functions:

Financial planning and advice

· Identify clients to engage in planning relationships

· Prepare planning discussions and deliverables for client meetings

· Gather and enter client data into Financial Planning Tool Suite

· Perform case analysis and develop recommendations

· Conduct and participate in client meetings to deliver recommendations and advice

· Answer questions for clients and hold clients accountable

Product solutions

· Assess the client’s risk tolerance, goals and time frame

· Recommend portfolio and product solutions to clients based on their needs

· Develop product deliverables

· Conduct transactions and execute trades to align with portfolios on behalf of clients

· Monitor economy, markets, and world events to determine strategic rebalancing

· Manage wholesaler relationships

Business management and client care

· Review and implement work methods and procedures for quality improvement

· Delegate work and provide feedback, training and technical/general support

· Set up and maintain files, records and client management system

· Ongoing communication with clients including email, phone calls and letters

Key traits of a successful associate financial advisor:

· Ability to present planning strategies

· Entrepreneurial desire to grow the business with initiative in business development

· Ability to recommend suitable investment products and services

· Success at planning/managing resources and high level of interpersonal skills

· Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial

· Ability to support and provide guidance for compliance

Education and other designations:

College degree

Have or be able to obtain licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses

Kuttin Wealth Management– Kuttin Wealth Management is a Hauppauge based wealth management firm with over $16 billion dollars under management and more than 15,000 clients. Kuttin Wealth Management has been ranked by Barron’s as a top 100 Financial Advisor nationwide. Additionally, our firm has been ranked by Barron’s magazine as a top 100 Independent Financial Advisor nationwide for 23 years in a row, earning us the recognition of a Barron's Hall of Fame advisor! Our firm has also been ranked in Forbes Best-in-State Wealth Advisors list as well. Our vision is to not only be known as a consistent Barron’s Top 100 Wealth Management Firm, but to also be known industrywide as a supercharged Leadership Development practice. We see massive growth going into the future. Our purpose is to help our employees and clients attain happiness and become better human beings.

Pay: From $62,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Work Location: In person

Salary : $62,000