Junior Wealth Management Consultant

1 week ago


Edmonds, Washington, United States Ameriprise Financial - Washington Full time
Junior Wealth Management Consultant Role at Ameriprise Financial - Washington

Ameriprise Financial, a leading firm in wealth management, is seeking a skilled Junior Wealth Management Consultant to enhance their advisory team.

Key Responsibilities:
  • Client Engagement: Deliver outstanding service to clients, gaining insight into their financial aspirations.
  • Preparation for Client Interactions: Aid in organizing client meetings, ensuring all pertinent documents are ready.
  • Financial Strategy Development: Create detailed financial strategies and provide informed investment advice.
  • Transaction Management: Execute trades with precision and maintain awareness of market dynamics.
  • Enhancing Client Connections: Actively communicate with clients to grasp their changing requirements.
Required Qualifications:
  • Minimum of two to three years of experience in financial advising.
  • Possession of Series 7, Series 66, and Life & Health licenses.
  • CFP & APMA certifications are advantageous.
  • Familiarity with financial planning software such as NaviPlan and/or MoneyGuide Pro is preferred.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with strong organizational and time management capabilities.
Compensation and Benefits:
  • Competitive base salary ranging from $90,000 to $110,000, with performance-based bonuses.
  • Comprehensive benefits package including paid time off, medical, and dental coverage.
  • 401k retirement plan with employer matching.

If you are an experienced financial professional eager to join a dynamic wealth management team, we encourage you to present your resume and cover letter, highlighting your relevant expertise and potential contributions to the firm's success.

Become a part of Ameriprise Financial - Washington, where we prioritize financial success for our clients in a supportive and collaborative environment.



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