Ability for higher starting base commensurate with experience and size of existing book of business if you are transitioning clients.
The primary compensation for this role will be stable base salary initially. There will be the opportunity for increased compensation growth of variable incentive pay based on the growth of your individual client base. An offer will be made based on experience and situations.
Required Education:
4 Year Degree
We are an Independent Financial Planning & Wealth Advisory practice of Ameriprise Financial LLC seeking a Financial Advisor to join our team. You can step into a supportive environment to help you continue to build a practice as part of a successful and experienced team with systems, support, processes and strong brand presence.
Our culture is clients first with an emphasis around financial planning and advice. We are looking for people who possess a service mentality, strong communication skills, entrepreneurial mindset and wants to deliver a premium client service experience.
Responsibilities for the Financial Advisor:
Servicing existing client base
Focus on growing their own client base by participating in the existing marketing plan and events
Provide financial advice
Analyzing and recommending changes to portfolios
Review investment plans and present to clients
Implementing solutions
Manage a prospect pipeline using a CRM
Create client acquisition plan and meet goals
Compensation and Benefits:
$70,000 starting base salary. Ability for higher starting base commensurate with experience and size of existing book of business if you are transitioning clients.
Medical after 60 day waiting period.
401(k) with match. Eligible after 1 year of service.
The primary compensation for this role will be stable base salary initially. There will be the opportunity for increased compensation growth of variable incentive pay based on the growth of your individual client base. An offer will be made based on experience and situations.
Qualifications for the Financial Advisor:
Has the following licenses: Series 7, Series 66 (or Series 63 + 65), Life and Health
Minimum of 5-10 years of experience in financial services is required
Financial designation preferred, not required (CFP, APMA, CIMA, CFA, CHFC)
Existing book of business preferred, not required
Sales experience is a plus
Proven ability to meet with clients and present planning strategies
Demonstrated the ability to source prospective clients
Highest level of interpersonal skills
Readiness to take initiative in business development
Entrepreneurial perspective and desire to build a business
Ability to recommend suitable investment products and services
Success at planning and managing resources (time, people, budget) to run optimal practice