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Investment Planning Specialist

2 months ago

Downers Grove, Illinois, United States Ameriprise Financial Full time

Exciting Career as a Financial Advisor with Ameriprise Financial

Are you eager to elevate your professional journey in a role that offers significant impact and the reliability of a top-tier financial institution? Ameriprise Financial is on the lookout for a Financial Advisor to assist clients in navigating their financial journeys through various life stages. Become part of a nurturing environment that promotes excellence and provides attractive compensation and benefits.

Core Responsibilities

  • Participate in training and mentorship programs
  • Identify potential clients through diverse channels
  • Create marketing strategies to engage target demographics
  • Facilitate financial planning consultations
  • Establish connections and deliver tailored financial solutions
  • Meet or surpass established performance benchmarks
  • Secure necessary licenses within the first 150 days of employment

Essential Qualifications

  • Minimum of 3 years of relevant professional experience
  • Robust network for client referrals
  • Proven track record in relationship management and customer service
  • Capability to acquire required licenses

Desirable Qualifications

  • Bachelor's degree or equivalent experience
  • Entrepreneurial mindset with a focus on achieving goals
  • Commitment to ongoing professional development and success

About Ameriprise Financial

Ameriprise Financial stands as a leader in global financial services, emphasizing planning, advising, managing, and safeguarding assets. Join a dedicated team committed to making a positive impact for clients, communities, and institutions around the globe.

Employment Type

Full-time

Job Classification

Non-Exempt

Department

Sales

Business Unit

AAG Ameriprise Advisor Group