We have other current jobs related to this field that you can find below
-
Associate Financial Advisor
1 week ago
Downers Grove, United States Ameriprise Financial Full timeReviews client goals and objectives to provide investment recommendations tailored to clients personalized needs. Performs portfolio reviews and financial analysis to identify opportunities that benefit the client. Understands the importance of build Financial Advisor, Associate, Financial, Advisor, Financial Planning, Banking
-
Financial Advisor
2 months ago
Downers Grove, United States Threadneedle group Full timeAre you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility,...
-
Financial Advisor
3 weeks ago
Downers Grove, United States NYLIFE Securities Full timeJob DescriptionJob DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent...
-
Financial Planning Specialist
6 days ago
Downers Grove, Illinois, United States Ameriprise Financial Full timeJoin Ameriprise as a Financial AdvisorAre you ready to elevate your career in a role that offers significant impact and the reliability of a leading financial services firm? Ameriprise is on the lookout for a Financial Advisor to assist clients in navigating their financial journeys at every stage of life. Become part of a nurturing environment that promotes...
-
Financial Advisor
1 month ago
Cottage Grove, United States Thrivent Financial Full timeBe in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you...
-
Insurance and Financial Services Advisor
6 days ago
Downers Grove, Illinois, United States New York Life Insurance Company Full timeAre you a visionary leader with the following characteristics?CompetitiveEntrepreneurialCoachableCommunicativeSelf-disciplinedAuthenticIf so, consider a rewarding career as a financial services representative, where you can make a significant difference in the lives of families every day. At New York Life Insurance Company, you have the opportunity to shape...
-
Investment Strategy Advisor
6 days ago
Downers Grove, Illinois, United States NYLIFE Securities Full timePosition OverviewOur organization is experiencing significant growth, and we are seeking a dedicated financial advisor to become part of our entry-level team. The perfect candidate will possess a strong desire to understand the intricacies of financial services essential for proficient wealth management, enabling clients to realize their financial...
-
Investment Planning Specialist
6 days ago
Downers Grove, Illinois, United States Ameriprise Financial Full timeExciting Career as a Financial Advisor with Ameriprise FinancialAre you eager to elevate your professional journey in a role that offers significant impact and the reliability of a top-tier financial institution? Ameriprise Financial is on the lookout for a Financial Advisor to assist clients in navigating their financial journeys through various life...
-
Investment Consultant
14 hours ago
Downers Grove, Illinois, United States Ameriprise Financial Full timeExciting Opportunity as a Financial Advisor with Ameriprise FinancialAre you eager to elevate your career in a position that offers significant responsibilities and the reliability of a top-tier financial institution? Ameriprise Financial is on the lookout for a Financial Advisor to assist clients in navigating their financial journeys at every stage of...
-
Associate Financial Planner
2 months ago
Downers Grove, United States NYLIFE Securities Full timeJob DescriptionJob DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in...
-
Financial Planning Specialist
6 days ago
Downers Grove, Illinois, United States NYLIFE Securities Full timePosition OverviewOur organization is experiencing significant growth, and we are in search of a dedicated financial advisor to join our team at the entry-level. The perfect candidate will possess a strong desire to master the intricacies of financial services essential for proficient wealth management, aimed at assisting clients in reaching their financial...
-
Sr. Financial Analyst
3 weeks ago
Downers Grove, United States Duly Healthcare Full timeSenior Financial Analyst - Financial Planning Full-Time, 40 hours per week. Monday- Friday; Hours will vary. Location: Downers Grove, IL - Hybrid The Senior Financial Analyst will ensure that Duly Health and Care makes informed data-driven decisions. Your work and recommendations, whether it's monthly and annual reporting, modeling business scenarios, or...
-
Sr. Financial Analyst
2 months ago
Downers Grove, United States Duly Healthcare Full timeOverview Location: Downers Grove Senior Financial Analysts ensure that Duly Health and Care makes informed data driven decisions. Your work and recommendations, whether it's monthly and annual reporting, modeling business scenarios or developing and tracking performance metrics, will be used by our leadership team to make strategic company decisions. While...
-
Sr. Financial Analyst
2 weeks ago
Downers Grove, United States Duly Health and Care Full timeOverviewSenior Financial Analyst - Financial Planning Full-Time, 40 hours per week. Monday- Friday; Hours will vary. Location: Downers Grove, IL - Hybrid The Senior Financial Analyst will ensure that Duly Health and Care makes informed data driven decisions. Your work and recommendations, whether it's monthly and annual reporting, modeling business...
-
Financial Services Advisor
11 hours ago
Morton Grove, Illinois, United States Mae Trongkamsataya - State Farm Agent Full timeJob OverviewPOSITION SUMMARY:As a Financial Services Advisor with Mae Trongkamsataya - State Farm Agent, you will play a pivotal role in promoting financial solutions that mitigate everyday risks. Your deep understanding of financial services will enhance your consultative approach, enabling you to effectively guide clients through their options.KEY...
-
Senior Financial Consultant
1 day ago
Downers Grove, Illinois, United States Duly Healthcare Full timeOverviewLocation: Duly HealthcareAs a Senior Financial Consultant, you will play a pivotal role in guiding Duly Health and Care towards informed, data-driven decision-making. Your analyses and recommendations, whether they pertain to monthly and annual reporting, modeling various business scenarios, or developing and monitoring performance metrics, will be...
-
Manager of Tax Operations
6 days ago
Downers Grove, Illinois, United States JMG Financial Group Full timePosition: Taxation Department Supervisor Company: JMG Financial Group, Ltd. JMG Financial Group, Ltd. stands as a prominent independent wealth management firm in the Chicago region, recognized for its commitment to excellence in serving corporate executives and affluent clients. The firm has consistently been acknowledged as one of the Best Places to Work...
-
Financial Advisor
2 months ago
Fox River Grove, United States Edward Jones Full timeJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our...
-
Customer Service Advisor
3 months ago
Downers Grove, United States PIERCE HOPKINS LLC Full timeJob DescriptionJob DescriptionJob Objective: As a Customer Service Advisor with Tunisia Hopkins State Farm, you will meet and greet all in person customers with a welcoming attitude and will direct them accordingly. This role is critical to the success of the business as the CSA is the first line of contact many times to new and existing customers and...
-
Compliance Advisor
3 months ago
Downers Grove, United States Old Second National Bank Full timeJob DescriptionJob DescriptionWho We AreAt Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion...
![Ameriprise Financial](https://media.trabajo.org/img/noimg.jpg)
Financial Advisor
2 months ago
We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak
We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Key Responsibilities
* Attend and engage in coaching and training led by the leadership team and established advisors.
* Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
* Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
* Schedule and conduct financial planning and advice meetings with clients and client prospects.
* Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
* Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
* Build a book of business as a stand-alone Ameriprise Financial advisor.
* If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
* Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.
Required Qualifications
* 3+ years of work experience with a proven track record of success.
* Have a network of personal and professional contacts within the local area that you may engage for referrals.
* Showcase a background in building strong relationships and delivering superior client service.
* Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
* Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
* Ability to obtain required licenses within 150 days of hire:
o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
o State Securities (Series 63 or Series 66)
o State IAR (Series 65 or Series 66)
o State Life, Health Insurance and Variable Products lines
Preferred Qualifications
* Four-year college degree, or equivalent
* Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
* Willingness and desire to be part of a coaching relationship and peer learning environment.
* Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fundraisers * Insurance agents * Military personnel * Professional athletes * Real estate agents and developers * Risk managers * Sales and marketing professionals * Teachers and educators
About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.
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 timeExempt/Non-Exempt
Non-ExemptJob Family Group
SalesLine of Business
AAG Ameriprise Advisor GroupPDN-9c633872-5c5e-4e0f-b352-fbe0f03ddf21