at Ameriprise Financial in Downers Grove, Illinois, United States
Job Description
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.
Base Pay Salary
The estimated base salary for this role is $45,000 - $60,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
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