You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office - and a difference in your community.
So if you're talented, driven and want to work for a company that cares, put a rewarding career more within reach at Ameriprise Financial. Responsibilities The AAG Financial Advisor exists to develop an ongoing financial planning relationship with clients focused on accomplishing the client's goals.
Using the 6 Key Advisor Tasks: 1) generate leads; 2) schedule/set meetings with current clients and prospects; 3) conduct meetings with clients/potential clients; 4) analyze data (client's, investments, protection options); 5) propose a strategy/solution to solve for client needs or resource gaps and 6) provide ongoing service of client's needs. Schedule and hold meetings with both potential and existing clients in order capture the client's goals.
Develop strategies to achieve required goals. Document in written plan to track progress against goals, quarterly.
Work with clients to implement agreed upon strategies including but not limited to the following areas: protection, taxes, investments, cash and liabilities, in order to accomplish the client's financial goals. Generate leads through various methods.
Such as natural market, referrals, local seminars, workplace partnerships, advertising, networking groups and web based marketing venues. Leverage regular meetings (on the phone and in person) to track the client's progress vs.
goal and when appropriate reallocate resources or investments in order to keep the client on track. Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities.
Maintain all appropriate FINRA/other licenses and requirements up to date. Required Qualifications High level of confidence, perseverance and a strong desire to achieve and succeed.
Previous financial sales experience or exposure preferred. - Outstanding verbal, written and listening communication skills.
Superior customer service skills. Master at building relationships with customers.
- Ability to quickly compile, verify and calculate information to provide solutions and recommendations. Product knowledge.
- Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand. - Demonstrated high level of skill in the following areas: organizing, planning and prioritization.
- Ability to obtain required FINRA licenses within 90-120 day. JCODE: 280627 Disclosure Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc.
Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Ameriprise Financial Services, Inc. is an Equal Opportunity Employer.
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