Financial Advisor

Posted 4 Days Ago
Be an Early Applicant
2 Locations
Junior
Insurance • Financial Services
The Role
As a Financial Advisor at Ameriprise, you'll help clients manage their finances through personalized planning and client relationship development. You'll generate prospects, conduct financial meetings, and build a book of business while receiving extensive training and support.
Summary Generated by Built In

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!
We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.

Key Responsibilities

• Attend and engage in coaching and training led by the leadership team and established advisors.

• Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.

• Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.

• Schedule and conduct financial planning and advice meetings with clients and client prospects.

• Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.

• Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.

• Build a book of business as a stand-alone Ameriprise Financial advisor.

• If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.

• Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.

Required Qualifications

• 3+ years of work experience with a proven track record of success.

• Have a network of personal and professional contacts within the local area that you may engage for referrals.

• Showcase a background in building strong relationships and delivering superior client service.

• Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.

• Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.

• Ability to obtain required licenses within 150 days of hire:

o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)

o State Securities (Series 63 or Series 66)

o State IAR (Series 65 or Series 66)

o State Life, Health Insurance and Variable Products lines

Preferred Qualifications

• Four-year college degree, or equivalent

• Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.

• Willingness and desire to be part of a coaching relationship and peer learning environment.

• Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

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

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Sales

Line of Business

AAG Ameriprise Advisor Group

The Company
HQ: Boca Raton, FL
5,200 Employees
On-site Workplace
Year Founded: 1990

What We Do

For over 30 years, Freedom Mortgage has helped millions of Americans achieve their dreams of homeownership and financial betterment. The wellbeing and improvement of our customers' lives and the communities in which they live fuels our ambition. We’re driven by boundless stamina and an unwavering focus on continuous collaboration, relentlessly seeking the right solutions for every customer and loan every day.

Today, we service nearly 1.5 million customers with over $300 billion in mortgage loan assets, and we consistently rank as one of the nation's top 10 lenders. We are over 13,500 team members strong, recognized as a Top Workplace in the U.S., and are continuing on our unprecedented growth trajectory.

Freedom Mortgage is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, disability, or national origin. Local applicants are encouraged to apply. Employment contingent upon successful completion of a background investigation. Smoke-free workplace. Drug-free work environment. Excellent benefits package including medical, dental, vision, and 401(k). All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search.

Come #SoarWithUs and be a part of the Freedom family!

Freedom Mortgage Corporation
951 Yamato Road, Suite 175
Boca Raton, FL 33431
Lender NMLS ID: 2767
www.nmlsconsumeraccess.org

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