Associate Financial Advisor

1 day ago


Saint Peter, United States Ameriprise Financial Full time
Job DescriptionJob Description

Position title: Associate Financial Advisor
Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
The associate financial advisor will assist financial advisor(s) in working with clients to help them achieve their financial goals. The employing franchise owner will lead you as you hone your skills and build a base of clients which you service. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages small business as usual projects such as organizing a client seminar.
Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Position Functions: ≥20% Marketing and Client Acquisition
• Develop and implement annual marketing plan to meet client acquisition goals
- Contact prospects to set up meetings or appointments
- Coordinate seminars and client appreciation events
- Leverage natural market to drive new client acquisition
- Learn and implement client referral program
- Use network marketing with Center of Influence to drive client acquisition
• Implement key marketing activities including:
- Advisor website
- Social media
- Online client experience
- Client and prospect contact
- Referrals and Networking
- Seminars and Events
- Local advertising and media relations ≥25% Financial Planning and Advice
• Identify clients to engage or re-engage in planning relationships
• Prepare for client meetings focused on planning discussions
• Gather and enter client data into Financial Planning Tool Suite
• Create planning deliverables
• Perform case analysis and develop recommendations
• Conduct and/or participate in client meetings to present recommendations/deliver advice
• Track/hold clients accountable to agreed upon actions
• Answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts



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