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Financial Advisor

2 months ago

Kennesaw, United States Ameriprise Financial Services, LLC Full time

To work with an employing franchise owner who will mentor you as you hone your skills, work with existing clients and build a base of your own clients which you service. The Ameriprise Financial planning process helps individual clients identify their distinct financial needs and objectives and then recommends products and services to help achieve goals. Goals are as diverse as helping with investments, saving for a child's education or major purchase, planning for retirement or estate planning.


Key Responsibilities: Financial Planning, Practice Mgmt, Client Service, Marketing and Case Analysis

·   Enter data using applicable software

·   Examine data, inventories or initial schedules for accuracy and completeness

·   Review and interpret financial statements

·   Perform numerical calculations

·   Prepare preliminary financial planning recommendations and data entry for NaviPlan

·   Run hypothetical illustrations

·   Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients

Implementation

·   Contact clients or prospects to confirm gather any additional information needed.; maintain contact during the financial planning process

·   Prepare correspondence and agreements for advisor/client signatures

·   Review and update client information as needed for client review meetings

·   Hold client meetings and attend/participate in client meetings as necessary

·   Manage and resolve client service problems as necessary          

·   Contact corporate office to resolve errors as needed                  

·   Understand and utilize client management system

·   Maintain files and records

·   Review and respond to emails as necessary

·   Assign and delegate work and provide feedback, when appropriate, to other planning support staff

·   Plan and prioritize own work schedule

·   Use to-do lists, calendars, computer software or other work/time management systems

·   Perform other allowable duties as assigned by the Financial Advisor(s)

·   Handle unsolicited calls from prospects to schedule appointments or refer to advisor

·   Follow-up with prospects or clients with notes or letters signed by advisor

·   Document client calls


Qualifications & Key Traits

• Integrity

• Client Focus - builds and maintains client service and satisfaction via advice, products, education

    • Focuses on client's results rather than own

    • Seeks client feedback and ensures needs have been fully met

    • Delivers service, advice, products when and where the client needs them; explores options when unable to deliver on a request and pursues solutions until the client and his/her needs are satisfied

• Business Alignment - aligns the direction, service, products and performance of the business with those of the Advisor's business plan

    • Integrates the advisor's direction into every decision and consultation

    • Seeks to understand all goals of business

    • Advocates for and positively represents other programs and services when working with clients and team members

•  Self-Confidence

•       Initiative

•       the ability to market to local clients

•        strong interpersonal skills

•       effective communications and persuasive ability

•       analytical ability, persistence and an entrepreneurial perspective to build a client base.

•        High level of organizational skills as well as attention to detail

•        To be an associate financial advisor, you will need to already have or be willing to study for and pass exams for federal and state licenses and registrations - including:

·        Series 7

·        Series 63

·        State life, accident and health insurance licenses