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    Associate Financial Advisor - New York, United States - Ameriprise Financial Services, LLC

    Ameriprise Financial Services, LLC
    Ameriprise Financial Services, LLC New York, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    Associate Financial Advisor

    Company Mission

    We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.

    Understanding client's needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what's important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences.

    Role Summary

    This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs.

    Job Responsibilities

    · Business development & Sales

    · Constructing comprehensive financial plans

    · Recommending and implementing portfolio solutions

    · Completing paperwork

    · CRM management

    · Marketing initiatives

    · Obtaining and maintaining proper licensing

    Qualifications

    · Ability to be onsite in Midtown Manhattan

    · Prior experience or college degree

    · Familiarity of financial markets

    Desired Skills

    · Experience holding intelligent and engaging conversations over the phone and email

    · Financial planning or investment management

    · Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc.

    Compensation

    Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income.

    Location

    Onsite in midtown Manhattan.

    Working Conditions

    Collaborative office space with 20+ employees.

    Benefits and Perks

    Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.

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