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Associate Financial Advisor - Boca Raton, United States - Threadneedle group
Description
Step into an instrumental role with the Adelson Group.This is a great opportunity to join and work for one of the top growing financial planning practices, and work as a team member of an independent advisory team of Ameriprise Financial.
The associate financial advisor will work with clients to help them achieve their financial goals.The team's leadership group 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.
Position Functions:
Marketing and Client Acquisition
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
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 Naviplan and create planning deliverables
Perform case analysis and develop recommendations
Conduct and/or participate in client meetings to present recommendations/deliver advice
Work with clients to follow-up on actions agreed upon to achieve financial goals
Answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts
Product Solutions
Assess & recommend portfolio/robust product solution that will fit the client's risk tolerance, goals, & time frame
Run illustrations and hypotheticals
Develop appropriate product deliverables
Work with clients to act upon suitable advice/recommendations
Execute appropriate trades to align with proposed portfolio
Monitor economy, markets, and world events to determine any required strategic rebalancing
Manage wholesaler relationships
Conduct transactions on behalf of clients
Business Management & Client Care
Participate in daily stand-up and weekly team meetings
Act as a technical resource and provide training and support to other practice members
Manage client correspondence and communications
Maintain files and records in accordance with the records retention policy
Key traits of a successful associate financial advisor
Ability to meet with clients and present planning strategies
Ability to source prospective clients
High level of interpersonal skills
Initiative in business development
Entrepreneurial perspective and desire to grow the business
Ability to recommend suitable investment products and services
Success at planning and managing resources (time, people, budget) to run optimal practice
Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor's practice
Current client database a plus
Education and other designations:
College degree or higher
2+ years of similar experience
Federal and state licenses and registrations for securities, including Series 7, Series 66, and State life,
accident, and health insurance licenses
Benefits
Competitive salary and incentive program
Health insurance
401(k) Retirement Plan – elective deferrals and matching employer contributions
Company Profit Sharing Plan
Paid vacation time and company observed holidays
Excellent training opportunities to increase your knowledge within the industry through our licensing reimbursement program.
Professional Career Development Plan – We work with you to identify your desired career path and provide growth opportunities within our practice.
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.
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-TimeFull time
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