Experienced Advisor Recruiting

3 days ago

Minneapolis MN United States Threadneedle group Full time

Provide support to two critical components of the growth strategy for the Advice and Wealth Management segment - Experienced Advisor Recruiting and External Practice Acquisitions. This role will partner closely with field leaders to ensure an effective due diligence process, adequate financial controls and compliance with Ameriprise policies when bringing new assets and advisors to the firm.

Key Responsibilities

  1. Own and lead Due Diligence process across all product lines and represent compliance policies through evaluating candidate book of business to determine portability of assets and identify unique aspects of the practice. Demonstrate & maintain strong expertise on products, process & capabilities for broker dealer. Maintain current industry competitive intelligence, benchmarking & analysis. Lead candidate discussions to complete due diligence, create CBA and generate financial offer.
  2. Communicate Ameriprise Value Proposition and help candidates understand our capabilities and processes through product and program expertise. Act as liaison among business leaders to gather information and share best practices. Manage multiple relationships across sales organization. Influence senior leaders on behalf of experienced advisors or practice acquisition candidates.
  3. Use data from multiple sources, analyze complex issues regarding advisor books of business. Incorporate company and industry knowledge using sound analytical processes. Present results of analysis and/or recommendations to senior leaders and business partners in order to generate financial offers on behalf of the company. Generate valuation models and financial offers for external practice acquisitions (price, terms, protections, payback, etc).
  4. Manage EAR and Practice Acquisition pipelines through reporting candidate status. Maintain accurate and timely candidate records in recruiting contact management systems and report accurately on results. Communicate advisor recruiting status, product issues and results effectively to internal and external customers. Answer candidate and field leader questions and resolve complex issues.
  5. Pro-actively identify, assess and resolve issues with recruiting and acquisition processes. Work cross organizationally to influence internal business partners in the creation of competitive platform and process capabilities. Provide subject matter expertise and competitive benchmarks to capture best practices and make appropriate enhancements as needed.

Required Qualifications

  1. Bachelors' degree or equivalent and 5-7 years relevant experience.
  2. Strong analytical and problem solving skills.
  3. Strong relationship and communication skills working with all levels of the organization and external candidates.
  4. Demonstrated ability to influence across business lines and support recommendations based on analysis.
  5. In-depth knowledge of business operations and processes with ability to articulate these processes to others.
  6. Ability to deliver difficult messages while still fostering and developing solid partnerships. Relationships developed or established across all Ameriprise business lines.

Preferred Qualifications

  1. Strong knowledge of Ameriprise Financial products, platforms and systems.
  2. Strong knowledge of competitor products, platforms and systems.
  3. 5+ years experience in the financial services industry.
  4. Series 7 licensed or willingness to obtain.

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.

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

Exempt/Non-Exempt : Exempt

Job Family Group : Business Support & Operations

Line of Business : AAG Ameriprise Advisor Group

#J-18808-Ljbffr

  • Recruitment Advisor

    1 month ago

    Mc Lean, VA, United States Sharp Decisions Full time

    Title :: Talent Advisor (Recruitment Advisor)Pay :: $41/HR on W2Location :: 1775 Tysons Boulevard, 6th Floor McLean Virginia 22102 United States (Need Local to McLean Virginia)Need Experiences in Financial Services and Banking Only.ResponsibilitiesManage full life cycle of the recruitment process from initial brief, candidate contact, interview cycle and...

  • Wealth Advisor Recruiter

    3 days ago

    San Diego, CA, United States Centura Wealth Advisory Full time

    Centura Wealth Advisory is seeking a Wealth Advisor Recruiter to join the People & Culture team. As a Tuck-In Advisor Recruiter, you will be responsible for sourcing, attracting, and recruiting independent advisors or advisor teams who are part of tuck-in acquisitions. You will play a key role in integrating new talent into our organization and ensuring that...

  • Recruitment Advisor

    1 month ago

    Boston, MA, United States Infotree Global Solutions Full time

    As a Recruitment Advisor, you will support all aspects of recruitment coordination and administration for your assigned clients/location, as well as handling telephone and e-mail liaison with Hiring Managers, Administrative Coordinators, Talent Acquisition Partners, candidates and other external stakeholders and suppliers, where appropriate.Requirements:•...

  • Talent Advisor/Corporate Recruiter

    1 month ago

    Portsmouth, NH, United States Randstad Enterprise Full time

    How does it sound to work for the number one HR/Recruitment Outsourcing Business in the world?! Why number one? Our innovative approach to blending technology and human capital differentiates Randstad Sourceright as part of Randstad Enterprise from the rest of the competition.We are looking for a Talent Advisor/Corporate Recruiter to work exclusively with...

  • Merrill Experienced Financial Advisor

    3 days ago

    Oakton, VA, United States Bank of America Full time

    Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; and many more. Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We...

  • Merrill Experienced Financial Advisor

    2 days ago

    Seattle, WA, United States Bank of America Full time

    Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike,...

  • A&F Sales and Executive Recruiters

    1 month ago

    Phoenix, AZ, United States Anderson Recruiting + Consulting, Inc. Full time

    Accounting and Finance Staffing Sales and Executive Recruiters - PhoenixOur client is a growing national search and staffing firm that is adding talent to its Phoenix accounting and finance division. They seek experienced staffing sales and perm recruiters with 1+ years of experience. The position is in the office 4 days a week, but you can earn up to 4...

  • Recruiter

    1 month ago

    New York, NY, United States Northwestern Mutual Full time

    Tri-Harbor Financial Group of NM: Recruiter RoleWe are looking for a recruiter who will partner with our firm in the elite selection of financial advisors. This position requires the ability to develop high-level quality relationships within the firm and in the community in order to recruit high quality candidates. This requires a balance of exceptional...

  • Recruitment Partner, US Brokerage Scouting

    3 days ago

    Minneapolis, MN, United States Colliers International Full time

    Make your next move an expert one. At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities. Why Colliers? Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our...

  • Experienced Auto Service Advisors, Top Pay

    2 weeks ago

    Chamblee, GA, United States Ed Voyles KIA of Chamblee Full time

    5647 Peachtree Industrial Blvd. Chamblee, GA 30341Experienced Automotive Service Advisor REQUIRED: Automotive Service Advisor Experience Non-Dealership Service Advisors Should Apply from Firestone, Goodyear, Pep Boys, Bridgestone, etc.!Unlimited Earning Potential! Premium Benefits!ED VOYLES KIA of CHAMBLEE, GA(in North Metro Atlanta) is Family-Owned and a...

  • Member Service Advisor

    1 week ago

    Minneapolis, United States YMCA Twin Cities Full time

    Do you love connecting with people? Do you want to make a difference in all aspects of wellbeing? Are you social/creative/passionate about a cause driven purpose? The Customer Service Advisor connects with customers by providing tours, selling the benefits in membership, and promoting events and fitness classes. The Customer Service Advisor plays a...

  • Member Service Advisor

    1 week ago

    Minneapolis, United States YMCA of the North Full time

    Job Description Do you love connecting with people? Do you want to make a difference in all aspects of wellbeing? Are you social/creative/passionate about a cause driven purpose? The Customer Service Advisor connects with customers by providing tours, selling the benefits in membership, and promoting events and fitness classes. The Customer Service...

  • Merrill Experienced Financial Advisor

    2 days ago

    Miami, FL, United States Bank of America Full time

    Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike,...

  • Merrill Experienced Financial Advisor

    3 days ago

    Washington, DC, United States Bank of America Full time

    Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike,...

  • Recruiter

    3 weeks ago

    Lynchburg, VA, United States BWX Technologies Full time

    BWX Technologies, Inc. (BWXT) is currently seeking an experienced Recruiter! Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect. At BWXT, our Recruiters play a pivotal role in identifying top talent in support of the strategic workforce needs of the organization. They serve as consultants,...

  • Experienced Glazing Projects Director

    5 days ago

    Minneapolis, Minnesota, United States Premier One Recruiting Full time

    Job OverviewPremier One Recruiting is seeking an experienced professional to lead our commercial glass and glazing projects from conception to completion.Key ResponsibilitiesDevelop comprehensive project plans, budgets, and timelines considering all relevant factors, including manpower, materials, equipment, and safety measures.Oversee commercial and...

  • Financial Advisor

    3 days ago

    Boston, MA, United States Lifetime Recruiting Strategies Full time

    Become Part of The Power to Dream Again! Financial Advisors needed today! If you want your piece of the American Dream, you have to take charge of your future. But you don't have to do it alone. We're here to show you how. Armed with the Power to Dream The ideal candidate possesses good communication and interpersonal skills, as well as strong...

  • Experienced Automotive Service Advisor

    2 days ago

    Greenbelt, MD, United States Group1 Automotive, Inc. Full time

    Overview CONSIDER A CAREER WITH US! Honda of Greenbelt is part of the fast-growing Group 1 Automotive, a leader in automotive retail sales and service. To support our growth, we are looking for a Quality, Experienced Automotive Service Advisor with our Quality Dealership representing the Quality Honda Product! Our Service Advisor should be passionate...

  • Personal Wealth Advisor

    4 weeks ago

    Fleming Island, FL, United States Crawford Thomas Recruiting Full time

    Salary$60k-$85k (Negotiable/DOE) and generous profits-based bonus package with partnership grant opportunities for outstanding performersBenefits including 401k, PTO, Professional development opportunities and more!Job SummaryWe are seeking a skilled and experienced Personal Wealth Advisor with a CFP® or ChFC® certification and Series 65 license for a...

  • Merrill Experienced Financial Advisor

    2 days ago

    San Diego, CA, United States Bank of America Full time

    Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida; Raleigh, North Carolina; Bellevue, Washington; Salt Lake City, Utah; Wichita, Kansas; Pepper Pike,...