Financial Planning Consultant

5 days ago


Saint Peter, Minnesota, United States Ameriprise Financial Full time
Ameriprise Financial is seeking a highly skilled Financial Planning Consultant to join their team. As an Associate Financial Services Advisor, you will play a key role in helping clients achieve their financial goals. Your responsibilities will include managing client relationships, gathering and analyzing data, preparing financial plans, and coordinating projects. This role requires strong communication and problem-solving skills, as well as the ability to work independently. The estimated salary for this position is $60,000 - $80,000 per year, depending on experience.

Key Responsibilities:
  • Develop and implement annual marketing plans to meet client acquisition goals.
  • Contact prospects to set up meetings or appointments.
  • Coordinate seminars and client appreciation events.
  • Learn and implement client referral programs.

Benefits:
  • Competitive salary and bonus structure.
  • Comprehensive benefits package, including health insurance and retirement plan.
  • Ongoing training and professional development opportunities.


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