Aspiring Financial Consultant

1 week ago

Las Vegas, Nevada, United States Ameriprise Financial Full time

Position Overview:
The Aspiring Financial Consultant role is designed for individuals aiming to embark on a career as a financial consultant within a collaborative team setting. We offer comprehensive support to help you secure your Series 7 and 66 licenses, as well as life insurance credentials, while you begin to engage with clients by arranging meetings for our advisory teams.

About the Advisory Center:
The Ameriprise Advisor Center (AAC) is a dynamic financial consulting organization that connects with clients primarily through phone interactions and virtual meetings. Our advisors cultivate profound and impactful relationships, driven by a commitment to assist clients in achieving their financial aspirations through our Confident Retirement methodology.

Training and Development Opportunities:
We take pride in delivering exceptional training and professional development resources to equip our team members with the knowledge and skills necessary for success in financial consulting, regardless of prior experience. Our structured learning pathways, hands-on mentorship, and continuous coaching are tailored to ensure employees grasp the products, services, systems, and tools essential for providing top-notch advice to clients.

The Ameriprise Advisor Center is also dedicated to fostering the growth of its advisors' expertise within the financial sector by offering tuition reimbursement and internal resources to attain key certifications such as the CFP. Our robust support and training framework will establish a solid foundation for a fulfilling career focused on empowering clients to feel more secure about their financial futures.

Key Responsibilities:

  • Coordinate initial Financial Planning discussions on behalf of advisory teams.
  • Arrange product discussions with advisors and product specialists.
  • Document interactions in the Client Relationship Management system.

Required Qualifications:

  • High School diploma or equivalent.
  • Exceptional interpersonal, listening, and communication abilities.
  • Capacity to excel in a fast-paced, metrics-driven environment.
  • Ability to cultivate high-quality relationships through phone-based interactions.
  • Active SIE, or the ability to obtain it within the timeframe set by the Ameriprise Advisor Center.
  • Active Series 7, or the ability to secure it within the timeframe determined by the Ameriprise Advisor Center.
  • Active State Securities Agent Registration (S63 or S66), or the ability to obtain it within the timeframe set by the Ameriprise Advisor Center.
  • Active State IAR Registration (S65 or S66) or the ability to secure it within the timeframe determined by the Ameriprise Advisor Center.
  • Active Life/Accident/Health and Variable Contracts insurance license, or the ability to obtain it within the timeframe set by the Ameriprise Advisor Center.

Preferred Qualifications:

  • Post-Secondary Degree.

About Ameriprise Financial:
We are a leading diversified financial services firm managing over $1 trillion in assets as of 2022. Our team of 20,000 professionals across more than 20 countries provides advice and manages the assets and income of over 2 million individual, small business, and institutional clients. We have a long-standing reputation in financial planning and advice, global asset management, and insurance services. Our unwavering commitment to our clients and strong financial foundation unites our distinct businesses - Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities. We are dedicated to nurturing meaningful careers, investing in the future, and making a positive impact for clients, institutions, and communities worldwide.

Employment Type:
Full-Time

Job Classification:
Non-Exempt

Job Family:
Sales

Business Line:
AWMBD Advice and Wealth Management and Business Development

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