Current jobs related to Financial Advisor - Westport - Ameriprise Financial
-
Financial Planning Associate
4 days ago
Westport, Connecticut, United States Lead Advisor Full timeLead Advisor, LLC is a premier consulting and recruitment firm specializing in wealth management. This opportunity is for one of our esteemed clients. Explore additional wealth management roles at our platform.Our client, a distinguished wealth management and advisory practice, is seeking a Financial Planning Associate to uphold their commitment to...
-
Financial Planning Associate
1 week ago
Westport, Connecticut, United States Lead Advisor Full timeCompany Overview: Lead Advisor, LLC is a distinguished consulting firm specializing in wealth management and advisory services. This position is associated with one of our esteemed clients. Position Summary: Our client, recognized for excellence in wealth management and financial planning, is seeking a Paraplanner to enhance their commitment to providing...
-
Financial Planning Associate
4 days ago
Westport, Connecticut, United States Lead Advisor Full timeLead Advisor, LLC is a premier consulting and recruitment firm specializing in wealth management. This opportunity is for one of our esteemed clients. Explore additional wealth management roles at our platform.Our client, a distinguished wealth management and advisory practice, is seeking a Financial Planning Associate to uphold their commitment to...
-
Financial Advisor
3 months ago
Westport, United States Alliance Global Partners Full timeJob DescriptionJob DescriptionFinancial Advisor Position OpportunityWe are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States.website www.allianceg.comAs we continue to grow, we are seeking established Financial Advisors...
-
Paraplanner
4 weeks ago
Westport, United States Lead Advisor Full timeLead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at Our client, an award-winning wealth management and planning practice in Westport, is hiring a Paraplanner to continue to deliver first class service to their clients.The ideal candidate should have some...
-
Paraplanner
1 month ago
Westport, United States Lead Advisor Full timeLead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.comOur client, an award-winning wealth management and planning practice in Westport, is hiring a Paraplanner to continue to deliver first class service to their clients.The ideal candidate...
-
Paraplanner
4 weeks ago
Westport, United States Lead Advisor Full timeLead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.com Our client, an award-winning wealth management and planning practice in Westport, is hiring a Paraplanner to continue to deliver first class service to their clients. The ideal...
-
Paraplanner
1 month ago
Westport, United States Lead Advisor Full timeLead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.comOur client, an award-winning wealth management and planning practice in Westport, is hiring a Paraplanner to continue to deliver first class service to their clients.The ideal candidate...
-
Paraplanner
4 weeks ago
Westport, United States Lead Advisor Full timeLead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our clients. Visit other wealth management focused roles at jobs.lead-advisor.com Our client, an award-winning wealth management and planning practice in Westport, is hiring a Paraplanner to continue to deliver first class service to their clients. The ideal...
-
Financial Advisor Trainee
3 months ago
Westport, United States Raymond James Full timeJob Summary: Through distance learning, apprenticeship and training at the firm’s international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position...
-
Financial Advisor, Sales Assistant, Trainee
2 weeks ago
Westport, United States Alliance Global Partners Full time $40,000 - $450,000Job DescriptionJob DescriptionFinancial Advisor Position OpportunityWe are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States.website www.allianceg.comAs we continue to grow, we are seeking established Financial Advisors...
-
Service Advisor
1 month ago
Westport, United States Claire Myers Consulting Full timeOur client is a dynamic, boutique wealth management firm in Westport, CT with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive...
-
Service Advisor
1 month ago
Westport, United States Claire Myers Consulting Full timeOur client is a dynamic, boutique wealth management firm in Westport, CT with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive...
-
Lead Advisor
2 months ago
Westport, United States Claire Myers Consulting Full timeOur client is a dynamic, boutique wealth management firm in Westport, CT with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive...
-
Financial Services Coordinator
5 hours ago
Westport, Connecticut, United States Claire Myers Consulting Full timeAbout Claire Myers ConsultingClaire Myers Consulting is a boutique wealth management firm dedicated to empowering individuals and families to achieve their financial goals. Our mission is to provide comprehensive financial planning, investment advisory solutions, and education funding strategies to help our clients navigate their financial journey and...
-
Financial Services Professional
5 days ago
Westport, Connecticut, United States Raymond James Full timeJob Summary:The Raymond James Financial Advisor Trainee Program offers a comprehensive education for aspiring Financial Advisors. Through distance learning, apprenticeship, and training at our international headquarters, the program equips trainees with the skills needed for success. Trainees will work with mentors to build their practice, focusing on client...
-
Fragrance & Beauty Advisor, Westport
2 weeks ago
Westport, United States Chanel Full timeFragrance & Beauty Advisor - WestportAt CHANEL, we are focused on creating an inclusive culture that nurtures personal growth, contributing to collective progress. We believe the uniqueness of each individual increases the diversity, complementarity, and effectiveness of our teams. We strongly encourage your application, as we value the perspective,...
-
Relationship Manager
4 weeks ago
Westport, United States Claire Myers Consulting Full timeOur client is a dynamic, boutique wealth management firm in Westport, CT with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive...
-
Relationship Manager
4 weeks ago
Westport, United States Claire Myers Consulting Full timeOur client is a dynamic, boutique wealth management firm in Westport, CT with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive...
-
Corporate Legal Advisor
1 week ago
Westport, Connecticut, United States Smith Arnold Partners Full timePosition Overview: A distinguished private asset lending firm is in search of a Legal Counsel to enhance their legal department. This organization is dedicated to offering financial solutions to residential property investors, with loan amounts ranging from $100,000 to $3 million.Key Responsibilities:Manage and oversee the loan closing procedures to ensure...
![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.
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-9c633872-6ff6-4c9e-bd91-9f6524788b43