Aspiring Financial Consultant
1 week ago
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. In this position, we offer essential assistance to secure your Series 7 and 66 licenses, along with life insurance certifications, while you gain initial exposure to client interactions by arranging meetings for our advisory teams.
About Our Organization:
The Ameriprise Advisor Center (AAC) is a financial advisory entity that engages with clients primarily through telephonic communication and online meetings. Advisors at AAC cultivate profound and impactful relationships, dedicated to guiding clients towards achieving their financial aspirations through our Confident Retirement methodology.
Training and Development:
We take pride in delivering exceptional training and professional growth opportunities to equip our team members with the knowledge and skills necessary for success as financial consultants, regardless of prior experience. Our structured learning pathways, hands-on mentorship, and continuous coaching are tailored to help individuals comprehend the products, services, systems, and tools essential for providing top-notch advice to clients.
The Ameriprise Advisor Center is committed to fostering the development of its advisors' expertise within the financial sector by offering tuition reimbursement and internal resources to attain significant designations such as the CFP. Our comprehensive support and training will establish a solid foundation for a fulfilling career dedicated to helping clients feel more secure about their financial futures.
Key Responsibilities:
- Coordinate initial Financial Planning consultations 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.
- Outstanding interpersonal, listening, and communication abilities.
- Capability to excel in a dynamic, metrics-driven environment.
- Proficiency in building high-quality relationships through phone 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 established by the Ameriprise Advisor Center.
- Active State Securities Agent Registration (S63 or S66), or the ability to obtain it within the timeframe determined by the Ameriprise Advisor Center.
- Active State IAR Registration (S65 or S66) or the ability to secure it within the timeframe set by the Ameriprise Advisor Center.
- Active Life/Accident/Health and Variable Contracts insurance license, or the ability to obtain it within the timeframe established 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 are recognized as a leader in financial planning and advice, a global asset manager, and an insurer. Our unwavering commitment to our clients and robust financial foundation unites our distinct businesses - Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities. Here, we nurture meaningful careers, invest in the future, and strive to make a positive impact for clients, institutions, and communities worldwide.
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