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Financial Planning Specialist

2 months ago

Westport, Connecticut, United States Ameriprise Financial Full time

Job Summary:

Ameriprise Financial is seeking a highly motivated and experienced Financial Planning Specialist to join our team. As a key member of our leadership team, you will be responsible for coaching and training established advisors to drive business growth and excellence.

Key Responsibilities:

  • Attend and engage in coaching and training sessions led by the leadership team and established advisors.
  • Generate client prospects by attending local business events, hosting seminars, and utilizing online marketing venues.
  • Develop and implement effective business development strategies to drive revenue growth.
  • Collaborate with cross-functional teams to identify and capitalize on new business opportunities.
  • Stay up-to-date with industry trends and best practices to ensure Ameriprise Financial remains a leader in the financial services industry.

Requirements:

  • Proven track record of success in business development and leadership roles.
  • Strong communication and interpersonal skills.
  • Ability to work effectively in a fast-paced environment.
  • Strong analytical and problem-solving skills.
  • Knowledge of financial services industry trends and best practices.