Jobs
>
Minneapolis

    Associate Financial Advisor - Minneapolis, United States - Ameriprise Financial

    Ameriprise Financial
    Ameriprise Financial Minneapolis, United States

    2 weeks ago

    Default job background
    Description


    Are you ready to step into a pivotal role within an established, thriving solo practice? As an Associate Financial Advisor joining our team, you'll have the unique opportunity to directly engage with clients, taking on existing relationships and guiding them towards their financial goals.

    With over 25 years of experience backing our practice and assets exceeding $400 million, we're primed for continued growth.

    Your role will be instrumental in driving this expansion, not only by nurturing existing client connections but also by actively bringing new clients on board.


    Beyond client relationships, you'll play a crucial part in asset management, working closely with our seasoned advisor to ensure optimal portfolio performance and growth.

    If you're driven, results-oriented, and eager to excel in a fast-paced environment, we want you on our team. Join us and be a part of our journey towards continued success and client satisfaction.


    Role:

    • Build relationships with existing clients to better serve and support them. Initially you will work with 70-80 high value financial planning clients.
    • Actively engage in new client acquisition to grow the practice.
    • Attend client meetings, taking notes, documenting action items, and efficiently collaborating with the team on tasks.
    • Perform in-depth analysis of client financial situations and create tailored financial plans.
    • Assist in market research and portfolio management.
    • Prepare financial planning summary letters.
    • Follow up on client calls and requests.

    Key traits and skills:

    • Team player demonstrating integrity, hard work ethic, and high moral character.
    • Positive attitude combined with a genuine desire to learn and develop.
    • Exceptional attention to detail.
    • Proficient in organizational and computer skills.
    • Strong communication abilities.
    • Excellent time management and task prioritization skills.
    • Willingness to adhere to compliance rules and regulations as stated and required by advisor and FINRA.
    Education, experience, and other designations preferred:


    • Minimum requirement of an undergraduate degree or higher.
    • Preferred: Over 10 years of experience in the financial planning industry.
    • Required licenses (or commitment to obtaining within the first 3 months of hire): Series 7, Series 66, and Minnesota State Life & Health.
    • CFP designation preferred, or willingness to obtain over time.

    Salary:

    • Base salary $85k-$150k, commensurate with experience
    • Bonus schedule

    Benefits:

    • 401k with 3% match and 2% profit sharing
    • Life insurance, $50,000 company paid
    • Short-term and long-term disability insurance
    • Competitive paid time off schedule
    • Potential succession opportunity

    Schedule:

    • Monday to Friday
    • In office with opportunity for hybrid schedule


    At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture.

    We celebrate the unique qualities and reward the contributions of our talented, passionate employees.

    If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

    This position is with an Ameriprise Financial Franchise owner.

    Ameriprise Financial is an equal opportunity employer.

    We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

    Full-Time/Part-Time

    Full time
    #J-18808-Ljbffr
  • Quantum Innovations

    Financial Advisor

    3 weeks ago

    Quantum Innovations Bloomington, United States

    With nearly nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and the specialist for insurance and retirement planning. · Join a community where collaboration is valued - and has been for 100 ye ...

  • LPL Financial

    Financial Advisor

    1 week ago

    LPL Financial Minneapolis, United States

    Your career path should lead to real opportunity · LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Magnifi Financial Credit Union in Blaine, MN would allow you to join the Investment ...

  • Gallagher

    Financial Advisor

    1 week ago

    Gallagher Minneapolis, United States

    About Us: · Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual Minneapolis, United States

    Job Description · Job Description Salary: · Financial Advisors · help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get ...

  • Gallagher

    Financial Advisor

    1 week ago

    Gallagher Minneapolis, United States

    About Us: · Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments ...

  • Omega Enterprises

    Financial Advisor

    2 days ago

    Omega Enterprises Bayport, United States

    With nearly nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients and a specialist in insurance and retirement planning. · Join our team in the business area of Hannoversche Volksbank eG. · Financial ...

  • Alerus Financial

    Financial Advisor

    2 weeks ago

    Alerus Financial Minneapolis, United States Regular, Full time

    · We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. · Position Summary: · Financial Advisors are responsible for enhancing existing relationships and developing new business oppo ...

  • Northwestern Mutual

    Financial Advisor

    1 week ago

    Northwestern Mutual Minneapolis, United States

    Job Description · Job DescriptionSalary: · Financial Advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get the ...

  • CM Company

    Financial Advisor

    1 week ago

    CM Company Minneapolis, United States

    POSITION SUMMARY · Serves the financial needs of Magnifi Financial members by helping members identify financial goals and objectives from financial analysis.Identifies appropriate insurance and securities products to meet their goals and objectives. · ESSENTIAL DUTIES AND RESP ...

  • Catalyst Career Group

    Financial Advisor

    1 week ago

    Catalyst Career Group Minneapolis, United States

    Job Description · Job Description · Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.3 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more ...

  • New York Life

    Financial Advisor

    1 week ago

    New York Life Minneapolis, United States

    New York Life (Minnesota) - · What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You'll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it's possible to get ahead ...

  • CM Company

    Financial Advisor

    3 weeks ago

    CM Company Minneapolis, United States

    POSITION SUMMARY · Serves the financial needs of Magnifi Financial members by helping members identify financial goals and objectives from financial analysis.Identifies appropriate insurance and securities products to meet their goals and objectives. · ESSENTIAL DUTIES AND RESP ...

  • Ameriprise Financial

    Associate Financial Advisor

    2 weeks ago

    Ameriprise Financial Edina, United States

    Are you ready to step into a pivotal role within an established, thriving solo practice? As an Associate Financial Advisor joining our team, you'll have the unique opportunity to directly engage with clients, taking on existing relationships and guiding them towards their financi ...

  • Nicollet Investment Management

    Personal Financial Advisor

    2 weeks ago

    Nicollet Investment Management Minneapolis, United States

    Responsibilities: · Financial Advisor Services · Serve as primary advisor and contact for new and assigned individuals, families, and organizations. Provide customized detailed cash flow-based investment plans to meet specific near-term and long-term personal financial and inv ...

  • Nicollet Investment Management

    Personal Financial Advisor

    1 week ago

    Nicollet Investment Management Minneapolis, United States

    Responsibilities: · Financial Advisor Services · Serve as primary advisor and contact for new and assigned individuals, families, and organizations. Provide customized detailed cash flow-based investment plans to meet specific near-term and long-term personal financial and inv ...

  • TekSalt

    Financial Advisor Associate

    1 week ago

    TekSalt Minneapolis, United States

    Job Description · Job Description · We are looking for Financial Advisor Associate in Plymouth, MN. This is a rewarding position because you play an important role in helping clients achieve their life goals, such as financial security for loved ones and a comfortable retiremen ...

  • North Star Resource Group

    Associate Financial Advisor

    2 weeks ago

    North Star Resource Group Minneapolis, United States

    North Star Resource Group is looking to find a candidate for a financial advising position in Minneapolis, MN. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed aro ...

  • Nicollet Investment Management

    Personal Financial Advisor

    2 weeks ago

    Nicollet Investment Management Minneapolis, United States

    Responsibilities: · Financial Advisor Services · Serve as primary advisor and contact for new and assigned individuals, families, and organizations. Provide customized detailed cash flow-based investment plans to meet specific near-term and long-term personal financial and inves ...

  • Threadneedle group

    Financial Advisor in Training

    3 weeks ago

    Threadneedle group Minneapolis, United States

    The Financial Advisor in Training position is intended for those who want to become a financial advisor in a team environment. As a Financial Advisor in Training, we provide necessary support to obtain your Series 7 and 66 and life insurance licenses as you start getting exposure ...

  • North Star Resource Group

    Experienced Financial Advisor

    2 weeks ago

    North Star Resource Group Minneapolis, United States

    Experienced Financial Advisor - Minneapolis, MN · North Star Resource Group is looking for a candidate to fill a financial advising position in Minneapolis, MN. We are looking for an experienced financial advisor that is interested in growing their practice and partnering with o ...