Financial Advisor

1 day ago

Chicago, Illinois, United States Ameriprise Financial Full time
About the Role

We are seeking a highly motivated and results-driven Financial Advisor to join our team at Ameriprise Financial. As a Financial Advisor, you will play a critical role in shaping the financial futures of our clients and helping them achieve their long-term goals.

Key Responsibilities
  • Attend and engage in coaching and training led by our 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.
  • 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.
Requirements
  • 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.
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.
About Our Company

We are 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 advises and manages 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.

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