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Ameriprise Financial
Most recent job postings at Ameriprise Financial
via Hireology
posted_at: 21 days agoschedule_type: Full-timework_from_home: 1
At the Jambalaya Group, we help successful financial advisors become equally successful business owners. We achieve this by coaching and implementing change within the specific areas of business ownership, including Human Capital Management, Leadership, Practice Management, Business Management, Marketing, and Coaching/Training. This position will coach financial advisors/business owners in 1:1... and group sessions to develop skills, abilities, mindsets,
At the Jambalaya Group, we help successful financial advisors become equally successful business owners. We achieve this by coaching and implementing change within the specific areas of business ownership, including Human Capital Management, Leadership, Practice Management, Business Management, Marketing, and Coaching/Training. This position will coach financial advisors/business owners in 1:1... and group sessions to develop skills, abilities, mindsets, competencies, and business acumen that will lead to long-term success in working with clients and leading their businesses. This position is responsible for the education, coordination, and execution of Advisor/Owner assessment, coaching and implementation, and related technology training. An additional area of focus will be investment management and more specifically, this position will aid practices with implementing repeatable investment management processes and train on related tools and methodologies. Additionally, active and meaningful participation in the Jambalaya Group team is a must.
We are looking for someone who has a professional, business coaching background, as well as someone who understands what it means to be a part of a true team with a client-service mentality. Our desire is to hire our next team member to join our smart, knowledgeable, goal-driven, client-focused, fun, outgoing, entrepreneurial, loyal, and dedicated team. Preferred education and experience include financial services designations (CFP, ChFC, CRPC, etc.), 7+ years of related experience in financial services and investment services, active securities licenses, sales training experience, financial planning, and demonstrated knowledge of Situational Leadership Styles.
For more info about us, check out our website at www.jambalayagroup.com. If you're interested in being a part of an innovative and diverse team, please apply by providing your resume, cover letter and desired compensation. Our compensation range is between $75-$105k to start. Thanks Show more details...
We are looking for someone who has a professional, business coaching background, as well as someone who understands what it means to be a part of a true team with a client-service mentality. Our desire is to hire our next team member to join our smart, knowledgeable, goal-driven, client-focused, fun, outgoing, entrepreneurial, loyal, and dedicated team. Preferred education and experience include financial services designations (CFP, ChFC, CRPC, etc.), 7+ years of related experience in financial services and investment services, active securities licenses, sales training experience, financial planning, and demonstrated knowledge of Situational Leadership Styles.
For more info about us, check out our website at www.jambalayagroup.com. If you're interested in being a part of an innovative and diverse team, please apply by providing your resume, cover letter and desired compensation. Our compensation range is between $75-$105k to start. Thanks Show more details...
via Salary.com
posted_at: 3 days agoschedule_type: Full-time
Pariso & Associates, a private wealth advisory practice of Ameriprise Financial Services is seeking an Associate Financial Advisor to join our team. This position offers sizeable growth opportunities and compensation for the right candidate.
The associate financial advisor will assist financial advisors in working with clients to help them achieve their financial goals. The employing franchise... owners will lead you as you hone your skills. This
Pariso & Associates, a private wealth advisory practice of Ameriprise Financial Services is seeking an Associate Financial Advisor to join our team. This position offers sizeable growth opportunities and compensation for the right candidate.
The associate financial advisor will assist financial advisors in working with clients to help them achieve their financial goals. The employing franchise... owners will lead you as you hone your skills. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor
Responsibilities
Marketing and Client Acquisition
• Develop and implement annual marketing plan to meet client acquisition goals
• Implement key marketing activities including:
• Advisor website, social media, online client experience, client and prospect contact, seminars, and events
Financial Planning Advice & Product Solutions
• Prepare for client meetings focused on planning discussions
• Gather and enter client data into Financial Planning Tool Suite and perform case analysis
• Participate in and/or conduct client meetings to present recommendations/deliver advice
• Answer questions and provide information to clients as it relates to servicing their accounts
• Assess the client's goals and time frame
• Prepare financial planning recommendations and initial product solutions for advisor review and use in client meetings
• Run illustrations and hypotheticals
• Persuade clients to act upon suitable advice/recommendations
• Execute appropriate trades to align with proposed portfolio
• Monitor economy, markets, and world events to determine any required strategic rebalancing
• Conduct transactions on behalf of clients
Business Management & Client Care
• Review work methods and procedures for possible quality improvements and efficiencies and implement them when appropriate
• Assign and delegate work and provide feedback, when appropriate, to other practice support staff
• Participate in weekly staff meetings
• Set up and maintain client management system (i.e. Salesforce)
• Manage phone and email communication
• Maintain files and records in accordance with the records retention policy
Key traits of a successful associate financial advisor
• Independent and confident self-starter who can work well with minimum supervision
• Able to work in a fast-paced environment while managing multiple tasks/projects with competing deadlines and priorities
• Excellent professional development skills such as teamwork and collaboration, work planning, time management and prioritization
• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
• Positive attitude and sincere willingness to constantly learn and grow
Required Qualifications
• College degree or higher
• 2 years of similar experience or a college degree in financial planning
• Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident, and health insurance licenses
Why work with us at Pariso & Associates:
• We are a growing private wealth practice that is in the top tier of Ameriprise Financial
• Opportunity for growth while maintaining work/life balance
• We are a team that is passionate about achieving great results for clients and giving back to the communities where we live and work
Benefits:
• Paid time off - personal time and holidays
• Retirement plan with employer contributions
• Personal development, succession opportunity
Salary:
• $50,000 - $125,000 with additional upside potential Show more details...
The associate financial advisor will assist financial advisors in working with clients to help them achieve their financial goals. The employing franchise... owners will lead you as you hone your skills. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor
Responsibilities
Marketing and Client Acquisition
• Develop and implement annual marketing plan to meet client acquisition goals
• Implement key marketing activities including:
• Advisor website, social media, online client experience, client and prospect contact, seminars, and events
Financial Planning Advice & Product Solutions
• Prepare for client meetings focused on planning discussions
• Gather and enter client data into Financial Planning Tool Suite and perform case analysis
• Participate in and/or conduct client meetings to present recommendations/deliver advice
• Answer questions and provide information to clients as it relates to servicing their accounts
• Assess the client's goals and time frame
• Prepare financial planning recommendations and initial product solutions for advisor review and use in client meetings
• Run illustrations and hypotheticals
• Persuade clients to act upon suitable advice/recommendations
• Execute appropriate trades to align with proposed portfolio
• Monitor economy, markets, and world events to determine any required strategic rebalancing
• Conduct transactions on behalf of clients
Business Management & Client Care
• Review work methods and procedures for possible quality improvements and efficiencies and implement them when appropriate
• Assign and delegate work and provide feedback, when appropriate, to other practice support staff
• Participate in weekly staff meetings
• Set up and maintain client management system (i.e. Salesforce)
• Manage phone and email communication
• Maintain files and records in accordance with the records retention policy
Key traits of a successful associate financial advisor
• Independent and confident self-starter who can work well with minimum supervision
• Able to work in a fast-paced environment while managing multiple tasks/projects with competing deadlines and priorities
• Excellent professional development skills such as teamwork and collaboration, work planning, time management and prioritization
• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
• Positive attitude and sincere willingness to constantly learn and grow
Required Qualifications
• College degree or higher
• 2 years of similar experience or a college degree in financial planning
• Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident, and health insurance licenses
Why work with us at Pariso & Associates:
• We are a growing private wealth practice that is in the top tier of Ameriprise Financial
• Opportunity for growth while maintaining work/life balance
• We are a team that is passionate about achieving great results for clients and giving back to the communities where we live and work
Benefits:
• Paid time off - personal time and holidays
• Retirement plan with employer contributions
• Personal development, succession opportunity
Salary:
• $50,000 - $125,000 with additional upside potential Show more details...
via Jooble
posted_at: 5 days agoschedule_type: Full-time
Job Description
The Associate Financial Advisor is a high-level position which requires demonstrated competence in the areas of practice operations, marketing, and administrative support within the Financial Services Field. This position provides client relationship support through managing and gathering client data, working with clients to resolve issues, and other practice management tasks as... needed. Responsibilities include activities related
Job Description
The Associate Financial Advisor is a high-level position which requires demonstrated competence in the areas of practice operations, marketing, and administrative support within the Financial Services Field. This position provides client relationship support through managing and gathering client data, working with clients to resolve issues, and other practice management tasks as... needed. Responsibilities include activities related to individuals, businesses and organizations.
This position will consistently follow high standards of business, professional ethics, and legal and regulatory requirements when dealing with others and/or performing work activities.
Responsibilities
Essential duties, tasks, and responsibilities:
• Involved in developing strategic marketing and operations planning with the goal of increasing revenue and expanding the Company's client base.
• Responsible for the management of client relationships. Initiates and facilitates regular contact with clients to build and maintain relationships.
• Responds to client inquiries and manages the resolution of client issues. Provides follow-up as required.
• Acts as a liaison to licensed Franchise Advisor when sales-related activities are required.
• Prepares and processes client deliverables allowable under broker dealer/regulatory agency rules.
• Services clients by collecting and inputting data for financial plans, running scenarios, and closing out plans.
• Implements and executes programs designed to build and maintain relationships with existing clients.
• Prepares and ensures new business paperwork processes successfully which may include preparing forms, obtaining appropriate signatures, preparing documentation, tracking new applications, and coordinating rollovers.
• Runs illustrations, proposals, and other reports for clients as needed. Prepares charts, graphs, tables, and other visual aids to be used in meetings with clients.
• Engages in analysis of client information relevant to client servicing.
Works in tandem with Advisor to establish and execute marketing plan for the practice. This includes, but is not limited to the following:
• Coordinating strategic planning for marketing and communications efforts;
• Developing and implementing plans for improving overall client experience;
• Involved in coordinating client events to meet prospective clients and deepen client relationships;
• Determining the type of events and seminars that should be planned based on the needs and interests of the audience;
• Deciding on the schedule of events and seminars and deciding on a target audience for each (clients, prospective clients, a mixture of both, etc.).
• Acts as a liaison to support staff to ensure a high level of assistance is provided to clients and that outstanding service levels are met at all times.
• Assigns and delegates work and organizes the workflow of support staff. Provides feedback, as needed.
• Builds and maintains a deep understanding of client needs, as well as industry trends, best practices, processes and solutions.
Required Qualifications
Education and/or Experience:
• Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
• Advanced degrees in related disciplines are helpful and preferred.
• Continued education- Lifelong learning is expected. Updates job knowledge by participating in educational opportunities, reading professional publications, and maintaining personal networks.
Certificates, Licenses, Registrations:
• Fully licensed in accordance with Ameriprise standards. The following licenses are required for the Associate Financial Advisor position: Current Driver's License, Series 7, Series 66, State life, accident, and health insurance licenses are also required.
• You are required to retain all necessary registration and licenses (including Continuing Education) for the Associate Financial Advisor position. You must maintain the above-mentioned licensing as well as retain any additional licensing that may become required for your position.
Performs research and due diligence. This includes, but is not limited to the following:
• Providing executive summary of all webinars, workshops, and educational events;
• Co-managing relationships with wholesalers;
• Providing investment analysis research, running illustrations and hypotheticals, preparing reports, and making recommendations; and
• Planning and conducting market research to identify alternative ideas and opportunities for the Practice.
• Collaborates with members of the management team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the rapid growth objectives of the Company.
• Engages in strategies designed to communicate essential information concerning the Company to existing clients.
• Explores opportunities to add value to job accomplishments and to the organization.
• Properly tracks and documents all client contact, including phone calls, messages, and attempts to contact in accordance with the Ameriprise Compliance Manual standards and requirements.
• Assists in preparation of annual operating plan of the firm.
• Responds to ad hoc requests, manages/coordinates projects, prepares client correspondence, provides support for closes, answers phones, and performs new business corrections and alerts, and other ad hoc duties.
• Supports compliance within the practice and fulfills all compliance responsibilities. Develops an understanding and adheres to all compliance regulations throughout the course of employment.
• Accepts and performs other activities as assigned.
• Regular and predictable attendance, punctuality, and strict adherence to the Company's attendance policy are essential functions of this position.
• Supervisory Responsibilities:
• This position has no supervisory responsibilities Show more details...
The Associate Financial Advisor is a high-level position which requires demonstrated competence in the areas of practice operations, marketing, and administrative support within the Financial Services Field. This position provides client relationship support through managing and gathering client data, working with clients to resolve issues, and other practice management tasks as... needed. Responsibilities include activities related to individuals, businesses and organizations.
This position will consistently follow high standards of business, professional ethics, and legal and regulatory requirements when dealing with others and/or performing work activities.
Responsibilities
Essential duties, tasks, and responsibilities:
• Involved in developing strategic marketing and operations planning with the goal of increasing revenue and expanding the Company's client base.
• Responsible for the management of client relationships. Initiates and facilitates regular contact with clients to build and maintain relationships.
• Responds to client inquiries and manages the resolution of client issues. Provides follow-up as required.
• Acts as a liaison to licensed Franchise Advisor when sales-related activities are required.
• Prepares and processes client deliverables allowable under broker dealer/regulatory agency rules.
• Services clients by collecting and inputting data for financial plans, running scenarios, and closing out plans.
• Implements and executes programs designed to build and maintain relationships with existing clients.
• Prepares and ensures new business paperwork processes successfully which may include preparing forms, obtaining appropriate signatures, preparing documentation, tracking new applications, and coordinating rollovers.
• Runs illustrations, proposals, and other reports for clients as needed. Prepares charts, graphs, tables, and other visual aids to be used in meetings with clients.
• Engages in analysis of client information relevant to client servicing.
Works in tandem with Advisor to establish and execute marketing plan for the practice. This includes, but is not limited to the following:
• Coordinating strategic planning for marketing and communications efforts;
• Developing and implementing plans for improving overall client experience;
• Involved in coordinating client events to meet prospective clients and deepen client relationships;
• Determining the type of events and seminars that should be planned based on the needs and interests of the audience;
• Deciding on the schedule of events and seminars and deciding on a target audience for each (clients, prospective clients, a mixture of both, etc.).
• Acts as a liaison to support staff to ensure a high level of assistance is provided to clients and that outstanding service levels are met at all times.
• Assigns and delegates work and organizes the workflow of support staff. Provides feedback, as needed.
• Builds and maintains a deep understanding of client needs, as well as industry trends, best practices, processes and solutions.
Required Qualifications
Education and/or Experience:
• Bachelor's degree (B.A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
• Advanced degrees in related disciplines are helpful and preferred.
• Continued education- Lifelong learning is expected. Updates job knowledge by participating in educational opportunities, reading professional publications, and maintaining personal networks.
Certificates, Licenses, Registrations:
• Fully licensed in accordance with Ameriprise standards. The following licenses are required for the Associate Financial Advisor position: Current Driver's License, Series 7, Series 66, State life, accident, and health insurance licenses are also required.
• You are required to retain all necessary registration and licenses (including Continuing Education) for the Associate Financial Advisor position. You must maintain the above-mentioned licensing as well as retain any additional licensing that may become required for your position.
Performs research and due diligence. This includes, but is not limited to the following:
• Providing executive summary of all webinars, workshops, and educational events;
• Co-managing relationships with wholesalers;
• Providing investment analysis research, running illustrations and hypotheticals, preparing reports, and making recommendations; and
• Planning and conducting market research to identify alternative ideas and opportunities for the Practice.
• Collaborates with members of the management team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the rapid growth objectives of the Company.
• Engages in strategies designed to communicate essential information concerning the Company to existing clients.
• Explores opportunities to add value to job accomplishments and to the organization.
• Properly tracks and documents all client contact, including phone calls, messages, and attempts to contact in accordance with the Ameriprise Compliance Manual standards and requirements.
• Assists in preparation of annual operating plan of the firm.
• Responds to ad hoc requests, manages/coordinates projects, prepares client correspondence, provides support for closes, answers phones, and performs new business corrections and alerts, and other ad hoc duties.
• Supports compliance within the practice and fulfills all compliance responsibilities. Develops an understanding and adheres to all compliance regulations throughout the course of employment.
• Accepts and performs other activities as assigned.
• Regular and predictable attendance, punctuality, and strict adherence to the Company's attendance policy are essential functions of this position.
• Supervisory Responsibilities:
• This position has no supervisory responsibilities Show more details...
via Indeed
posted_at: 6 hours agoschedule_type: Full-timework_from_home: 1
Independently serve as the first point of contact for advisors, relationship partners, or clients regarding service issues, requests, policies, procedures, and account information. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve higher level problems over the phone. Educate clients and advisors on company systems, processes, and... policies. Respond to inquiries with prompt, accurate solutions
Independently serve as the first point of contact for advisors, relationship partners, or clients regarding service issues, requests, policies, procedures, and account information. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve higher level problems over the phone. Educate clients and advisors on company systems, processes, and... policies. Respond to inquiries with prompt, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment.
Remote work is considered for qualified candidates. Applicants must be willing to keep business hours in either the Eastern, Central or Western time zone.
Responsibilities
• Independently serve as first customer point of contact regarding service issues, assist in troubleshooting issues, and enter complex service requests into appropriate systems for resolution by appropriate service partners. Ensure that all pertinent information is gathered and accurately entered to ensure prompt resolution.
• Educate clients and advisors directly on newly enacted services, systems or procedures as they arise to facilitate efficient self-service. Serve as a key resource for customers on company or product policies and systems and troubleshoot more complex usability issues raised by customers.
• Respond directly to information requests initiated by customers utilizing a variety of systems. Provide information to clients, advisors, or other relationship partners, and work with appropriate internal partners to resolve any outstanding questions. May process complex service transactions or resolve account service casework which have been initiated by web-based or paper forms utilizing computer applications in a timely manner in order to meet or exceed service goals.
• Interact directly with customers, predominately via a high-volume, in-bound or out-bound phone queue, to provide accurate and immediate solutions to transaction and service request. Utilize appropriate internal computer applications and enter all information in the appropriate system for tracking and archival purposes.
• Train peers on processes and procedures via e-mail, phone, and in-person regarding service policies and procedures, systems knowledge, and customer service skills. Identify process improvements and partner with appropriate resources to implement solutions.
Required Qualifications
• High school or equivalent
• Excellent customer service skills that include the ability to explain complex policies or concepts in a straightforward, easy-to-understand manner.
• Strong written and spoken communication skills.
• Demonstrated ability managing multiple priorities in a fast-paced environment.
• Demonstrated skill troubleshooting and identifying and resolving root cause issues.
Preferred Qualifications
• 1 - 3 years relevant experience
• Previous customer service experience
• Strong verbal and written communication skills
• Strong organization skills
• Ability to multi-task
About Our Company
RiverSource Annuities and Insurance is a part of the Ameriprise family of brands that provides our clients access to solutions that create a road map for their future. At RiverSource we embrace an inclusive and collaborative culture that allows us to help others achieve their goals by providing compelling product solutions. This includes insurance to prepare for and be protected during the unexpected, as well as annuities that will provide support through every stage of retirement planning such as asset accumulation, generating income, and leaving a legacy to loved ones or charity. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with RiverSource.
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 Show more details...
Remote work is considered for qualified candidates. Applicants must be willing to keep business hours in either the Eastern, Central or Western time zone.
Responsibilities
• Independently serve as first customer point of contact regarding service issues, assist in troubleshooting issues, and enter complex service requests into appropriate systems for resolution by appropriate service partners. Ensure that all pertinent information is gathered and accurately entered to ensure prompt resolution.
• Educate clients and advisors directly on newly enacted services, systems or procedures as they arise to facilitate efficient self-service. Serve as a key resource for customers on company or product policies and systems and troubleshoot more complex usability issues raised by customers.
• Respond directly to information requests initiated by customers utilizing a variety of systems. Provide information to clients, advisors, or other relationship partners, and work with appropriate internal partners to resolve any outstanding questions. May process complex service transactions or resolve account service casework which have been initiated by web-based or paper forms utilizing computer applications in a timely manner in order to meet or exceed service goals.
• Interact directly with customers, predominately via a high-volume, in-bound or out-bound phone queue, to provide accurate and immediate solutions to transaction and service request. Utilize appropriate internal computer applications and enter all information in the appropriate system for tracking and archival purposes.
• Train peers on processes and procedures via e-mail, phone, and in-person regarding service policies and procedures, systems knowledge, and customer service skills. Identify process improvements and partner with appropriate resources to implement solutions.
Required Qualifications
• High school or equivalent
• Excellent customer service skills that include the ability to explain complex policies or concepts in a straightforward, easy-to-understand manner.
• Strong written and spoken communication skills.
• Demonstrated ability managing multiple priorities in a fast-paced environment.
• Demonstrated skill troubleshooting and identifying and resolving root cause issues.
Preferred Qualifications
• 1 - 3 years relevant experience
• Previous customer service experience
• Strong verbal and written communication skills
• Strong organization skills
• Ability to multi-task
About Our Company
RiverSource Annuities and Insurance is a part of the Ameriprise family of brands that provides our clients access to solutions that create a road map for their future. At RiverSource we embrace an inclusive and collaborative culture that allows us to help others achieve their goals by providing compelling product solutions. This includes insurance to prepare for and be protected during the unexpected, as well as annuities that will provide support through every stage of retirement planning such as asset accumulation, generating income, and leaving a legacy to loved ones or charity. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with RiverSource.
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 Show more details...
via Indeed
posted_at: 28 days agoschedule_type: Full-timework_from_home: 1
This position will be responsible for leading a team of Experienced Advisor Recruiters across the east region of the country. This includes overseeing and participating in full end to end recruiting of experienced advisors to drive growth and high value client acquisition across all platforms of the firm (Employee, Franchise, and Financial Institution). This role will be responsible for the... achievement of the overall asset and revenue recruiting
This position will be responsible for leading a team of Experienced Advisor Recruiters across the east region of the country. This includes overseeing and participating in full end to end recruiting of experienced advisors to drive growth and high value client acquisition across all platforms of the firm (Employee, Franchise, and Financial Institution). This role will be responsible for the... achievement of the overall asset and revenue recruiting goals for the East division. Additional responsibilities include identifying and leading initiatives to improve recruiter effectiveness; developing strategies to drive high quality advisor candidate engagement; drive retention productivity and growth while supporting initiatives across the Advisor Wealth Management segment of the firm.
If you are not located close to a physical office, remote work is considered for qualified candidates.
Responsibilities
• Lead the Experienced Advisor Recruiting strategy in the leadership of divisional recruitment team. Provide effective leadership and structure to drive the team accountability for meeting experienced advisor and associate financial advisor recruitment goals based on the advisor growth and associated metrics (e.g., plans, high value client acquisition, net gain, etc.).
• Develop and execute recruitment tactics to attract advisors to the organization. Direct accountability for advisor candidate quality that would have a downstream impact on retention and productivity of advisors.
• Provide effective team leadership through coaching, feedback, employee development and performance management to ensure optimal contribution to organizational success.
• Increase PTI through advisor revenue acquisition by influencing product and platform evolution by identification and prioritizing changes that will increase our current capabilities to recruit quality experienced advisor candidates to the firm. Accountability for driving execution of franchise advisor training to improve effectiveness in recruiting experienced advisors.
• Build strategic partnerships with business partners and field leadership teams to achieve shared goals. Influence process, product, and platform evolution at the top levels of the organization and lead organizational change.
Required Qualifications
• Education - Bachelors degree or equivalent (4-years)
• 10+ years of relevant experience within wealth management heavily involved with leading, recruiting, and supporting financial advisors.
• Demonstrated ability to effectively lead a team of experienced sales professionals .
• Proven ability to recruit, hire, train, inspire, and retain top talent in the recruitment field.
• Knowledge of industry product and platform competitive intelligence to strategically recruit in a wealth management industry.
• Exceptional verbal, written and interpersonal skills.
• Proven ability to collaborate with and influence senior leaders, corporate and field business units, external vendors, and other relationships.
• Ability to identify opportunities, make recommendations, and resolve complex challenges
• Support and drive diversity hiring efforts.
• Series 7 & 24
Preferred Qualifications
• This position will have a significant impact on the overall profitability from an advisor talent acquisition perspective. The ideal candidate will have an accomplished track record of motivating and leading high performing, individual sales professionals in the financial services industry and demonstrated success with experienced advisor recruiting. This role will be expected to contribute as a member of the Experienced Advisor Leadership Team and bring an informed point of view to strategic discussions at an executive level. A heavy emphasis will be placed on internal and external relationship building.
• The preferred candidate is expected to think strategically, creatively, and drive innovation with a focus on continuous improvement. It will be important that this individual build and develop talent, manages performance, and has a proven track record of effective leadership and leading through change. Critical to the success of this role will be the ability to maximize relationships, build trust, and communicate effectively across business units, staff groups, and geographic locations. Additional leadership expectations include demonstrating accountability with a focus on client needs and creating value for the shareholder.
• Knowledge of the TPAG field organization, business metrics, and key business drivers (e.g., understanding of the interdependencies of the P&L and Franchise Field Vice President (FFVP) is a plus.
About Our Company
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
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 Show more details...
If you are not located close to a physical office, remote work is considered for qualified candidates.
Responsibilities
• Lead the Experienced Advisor Recruiting strategy in the leadership of divisional recruitment team. Provide effective leadership and structure to drive the team accountability for meeting experienced advisor and associate financial advisor recruitment goals based on the advisor growth and associated metrics (e.g., plans, high value client acquisition, net gain, etc.).
• Develop and execute recruitment tactics to attract advisors to the organization. Direct accountability for advisor candidate quality that would have a downstream impact on retention and productivity of advisors.
• Provide effective team leadership through coaching, feedback, employee development and performance management to ensure optimal contribution to organizational success.
• Increase PTI through advisor revenue acquisition by influencing product and platform evolution by identification and prioritizing changes that will increase our current capabilities to recruit quality experienced advisor candidates to the firm. Accountability for driving execution of franchise advisor training to improve effectiveness in recruiting experienced advisors.
• Build strategic partnerships with business partners and field leadership teams to achieve shared goals. Influence process, product, and platform evolution at the top levels of the organization and lead organizational change.
Required Qualifications
• Education - Bachelors degree or equivalent (4-years)
• 10+ years of relevant experience within wealth management heavily involved with leading, recruiting, and supporting financial advisors.
• Demonstrated ability to effectively lead a team of experienced sales professionals .
• Proven ability to recruit, hire, train, inspire, and retain top talent in the recruitment field.
• Knowledge of industry product and platform competitive intelligence to strategically recruit in a wealth management industry.
• Exceptional verbal, written and interpersonal skills.
• Proven ability to collaborate with and influence senior leaders, corporate and field business units, external vendors, and other relationships.
• Ability to identify opportunities, make recommendations, and resolve complex challenges
• Support and drive diversity hiring efforts.
• Series 7 & 24
Preferred Qualifications
• This position will have a significant impact on the overall profitability from an advisor talent acquisition perspective. The ideal candidate will have an accomplished track record of motivating and leading high performing, individual sales professionals in the financial services industry and demonstrated success with experienced advisor recruiting. This role will be expected to contribute as a member of the Experienced Advisor Leadership Team and bring an informed point of view to strategic discussions at an executive level. A heavy emphasis will be placed on internal and external relationship building.
• The preferred candidate is expected to think strategically, creatively, and drive innovation with a focus on continuous improvement. It will be important that this individual build and develop talent, manages performance, and has a proven track record of effective leadership and leading through change. Critical to the success of this role will be the ability to maximize relationships, build trust, and communicate effectively across business units, staff groups, and geographic locations. Additional leadership expectations include demonstrating accountability with a focus on client needs and creating value for the shareholder.
• Knowledge of the TPAG field organization, business metrics, and key business drivers (e.g., understanding of the interdependencies of the P&L and Franchise Field Vice President (FFVP) is a plus.
About Our Company
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
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 Show more details...
via JobLeads
posted_at: 15 days agoschedule_type: Full-time
Are you interested in starting a meaningful career that allows you to make an impact? If you're excited by the opportunity to work in a collaborative role where you will build your knowledge of the financial services industry, then launch your career as a National Advisor Consultant.
As a National Advisor Consultant, promote Columbia Management products through the extensive sales network of... Ameriprise Financial Advisors, banks, broker dealers,
Are you interested in starting a meaningful career that allows you to make an impact? If you're excited by the opportunity to work in a collaborative role where you will build your knowledge of the financial services industry, then launch your career as a National Advisor Consultant.
As a National Advisor Consultant, promote Columbia Management products through the extensive sales network of... Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. To be most successful in this role, you will be personable, detail-oriented and eager to learn.
Our current National Advisor Consultants like this role because it allows them to build their skill sets, work in a collaborative, team-based environment where they engage with clients and colleagues, and have meaningful career path optionality.
Why you'll like this role
- Opportunity to deepen knowledge of financial services industry
- Collaborative, team-based environment where you will engage with clients and colleagues throughout the day
- Access to one-of-a-kind sales training to enhance skill set
- Career path optionality - While many individuals move up through sales team, others move on to other departments like product, marketing and investments
- Boston-based position with hybrid working environment; weekly schedule includes a mix of in-office and remote work
Responsibilities
• Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers.
• Maintains and expands existing fund business with current producers by encouraging repeat sales and cross-selling other products.
• Generates producer prospect referrals from existing fund producers for wholesalers and inside wholesalers.
• Maintains effective and ongoing communication with inside wholesaler, internal marketing staff and other departments.
• Solicits feedback from managers, sales desk, and wholesalers.
• Takes and inputs literature orders.
• Maintains management software.
• Assumes additional responsibilities as requested.
Required Qualifications
• Bachelors degree or equivalent.
• Excellent organizational, communication and interpersonal skills.
• Attention to detail and accuracy.
• Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain within a defined period of time.
About Our Company
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We're intentionally built to help our clients succeed, backed by a global team of 2,000 people including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. At Columbia Threadneedle, you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority. In addition to our competitive total rewards package, employees stay with us because of our culture and commitment to their development. And, backed by the strength of our parent company, Ameriprise Financial, we are committed to providing you with the tools, resources, recognition and rewards to help you shape the career you want.
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 Show more details...
As a National Advisor Consultant, promote Columbia Management products through the extensive sales network of... Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. To be most successful in this role, you will be personable, detail-oriented and eager to learn.
Our current National Advisor Consultants like this role because it allows them to build their skill sets, work in a collaborative, team-based environment where they engage with clients and colleagues, and have meaningful career path optionality.
Why you'll like this role
- Opportunity to deepen knowledge of financial services industry
- Collaborative, team-based environment where you will engage with clients and colleagues throughout the day
- Access to one-of-a-kind sales training to enhance skill set
- Career path optionality - While many individuals move up through sales team, others move on to other departments like product, marketing and investments
- Boston-based position with hybrid working environment; weekly schedule includes a mix of in-office and remote work
Responsibilities
• Provides continuous inbound marketing support, sales assistance and follow-up to brokers/producers and wholesalers to maintain a high level of service to priority broker/dealers.
• Maintains and expands existing fund business with current producers by encouraging repeat sales and cross-selling other products.
• Generates producer prospect referrals from existing fund producers for wholesalers and inside wholesalers.
• Maintains effective and ongoing communication with inside wholesaler, internal marketing staff and other departments.
• Solicits feedback from managers, sales desk, and wholesalers.
• Takes and inputs literature orders.
• Maintains management software.
• Assumes additional responsibilities as requested.
Required Qualifications
• Bachelors degree or equivalent.
• Excellent organizational, communication and interpersonal skills.
• Attention to detail and accuracy.
• Series 7, state securities agent registration (S63 or S66) and state IAR registration (S65 or S66) or the ability to obtain within a defined period of time.
About Our Company
Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We're intentionally built to help our clients succeed, backed by a global team of 2,000 people including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. At Columbia Threadneedle, you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority. In addition to our competitive total rewards package, employees stay with us because of our culture and commitment to their development. And, backed by the strength of our parent company, Ameriprise Financial, we are committed to providing you with the tools, resources, recognition and rewards to help you shape the career you want.
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 Show more details...
via TimesJobs
schedule_type: Full-time
Job DescriptionThe Client Support Associate position in the Ameriprise Advisor Center (AAC) is responsible for delivering effective support and service to clients and advisors, delivering a high quality client experience. Includes listening for opportunities to engage clients in additional business (service to sales). Responsible for transacting business and first call resolution to inbound calls... from clients by working efficiently with the New
Job DescriptionThe Client Support Associate position in the Ameriprise Advisor Center (AAC) is responsible for delivering effective support and service to clients and advisors, delivering a high quality client experience. Includes listening for opportunities to engage clients in additional business (service to sales). Responsible for transacting business and first call resolution to inbound calls... from clients by working efficiently with the New Business Setup Tool and other product systems.ResponsibilitiesResponsible for client interactions including converting service calls to sales opportunities from inbound client calls. Preparing Client Relationship Managers for sales presentations and interactions with clients.First call resolution, setting up accounts, completing and processing paperwork, scheduling meetings, executing routine clerical transactions, answering requests for information, fields client issues, and manages recovery process. Transact and process business on behalf of advisors and product specialists and support the Client Relationship Manager in the financial planning process. Gathering and documenting information to ensure compliance requirements are met.Liaison between Product Specialists and Client Relationship Managers to come up with recommendations.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 QualificationsHigh school or GED.1 years of relevant experience.Current FINRA Series 7State securities (S63 or S66), state IAR (S65 or S66) (or willing to obtain within 90 days)Must have or obtain Minnesota Life, Accident /Health Insurance and Variable Contracts license within 30 days of hire date.Previous experience delivering outstanding client service.Detail oriented, strong math and analytical skills.Good organization and time management skills.Ability to manage multiple priorities and prioritize effectively.Process oriented and ability to work in a team environment. Knowledge of financial services products/services.Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand.Preferred QualificationsBachelors degree or equivalent.CFP, CRPCPrevious sales experience or exposure preferred
Show more details...
via Indeed
schedule_type: Full-timesalary: 50K–75K a yearwork_from_home: 1
Please note: your application will be held in strict confidence. I am an independent recruiter seeking a Paraplanner for a client who owns and operates an Ameriprise practice. As such, I understand the importance of discretion in situations like these. No one within the Ameriprise system will know of your application until the point at which you go to the second-round interview phase. My client... will also keep your name confidential.
Position title:
Please note: your application will be held in strict confidence. I am an independent recruiter seeking a Paraplanner for a client who owns and operates an Ameriprise practice. As such, I understand the importance of discretion in situations like these. No one within the Ameriprise system will know of your application until the point at which you go to the second-round interview phase. My client... will also keep your name confidential.
Position title: Paraplanner
Position description:
Step into an instrumental role as a Paraplanner with a Financial Advisory practice with Ameriprise Financial. This company is built on strong values and principles and strives to uphold the highest levels of integrity, honesty, caring, and thoughtfulness while delivering excellent advice. This role will help to fulfill the company’s mission with a focus on fostering professional relationships with peers and with clients. This position has a responsibility of representing the company in a positive, professional manner.
The role of the Paraplanner completes tasks which allow the advisor to focus more time and energy on client acquisition and deepening client relationships. The Paraplanner supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This position allows the Advisor the assurance he needs to know that his practice is being maintained and supported within Ameriprise Financial guidelines.
The Paraplanner provides client relationship and general practice management support through gathering client data, helping prepare client deliverables and touch points such as setting up new business, follow-up on all business-related activities, and performing other tasks as needed. The Paraplanner will also respond to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects as assigned by the advisor and working with clients to resolve issues. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Responsibilities and time allocation may change over time to meet the needs of the practice and can include other duties as assigned by the Advisor.
Position functions:
Oversee the day-to-day business management and financial planning process in accordance to practice preferences while providing superior support to both the Advisor and the client.
• Complete and process business
• Manage compliance related changes and/or implementations
• Financial plan data gathering
• Owner of required minimum distributions process
• Responsible for follow-up with home office on business related issues
• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts and financial planning data
• Responsible for documenting client contact/calls
• Manage and resolve client service problems
• Conduct trade completion and transaction requests as directed by financial advisor and associate financial advisor
• Maintain files and records in accordance with the records retention policy
• Attend and participate in client meetings if necessary.
• Perform other allowable duties as assigned by the Advisor
• Manage estate settlements
• Meeting follow up tasks and responsibilities
Key traits of a successful Paraplanner
• Direct attention to detail and organization
• Effective communication with clients, staff, and Advisor
• Effective and efficient time management
• High level of interpersonal skills
• Polite and clear phone manner
• Ability to adhere to rules and regulations as stated and required by Advisor and Ameriprise
• Ability to support and provide guidance for compliance
• Positive attitude and sincere willingness to constantly learn and grow
Education and other designations:
• College degree or higher
• 2+ years of similar experience preferred
• Series 7, Series 66, and State life, accident, and health insurance licenses
This position can be in the office (if local) or it can be fully remote (with occasional travel to office in Kansas). Must be capable of working remotely from Central/Midwestern U.S. This role cannot be performed in Colorado.
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
Schedule:
• Monday to Friday
Supplemental pay types:
• Bonus pay
Experience:
• Ameriprise: 1 year (Required)
License/Certification:
• Series 7 (Required)
Work Location: Remote Show more details...
Position title: Paraplanner
Position description:
Step into an instrumental role as a Paraplanner with a Financial Advisory practice with Ameriprise Financial. This company is built on strong values and principles and strives to uphold the highest levels of integrity, honesty, caring, and thoughtfulness while delivering excellent advice. This role will help to fulfill the company’s mission with a focus on fostering professional relationships with peers and with clients. This position has a responsibility of representing the company in a positive, professional manner.
The role of the Paraplanner completes tasks which allow the advisor to focus more time and energy on client acquisition and deepening client relationships. The Paraplanner supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This position allows the Advisor the assurance he needs to know that his practice is being maintained and supported within Ameriprise Financial guidelines.
The Paraplanner provides client relationship and general practice management support through gathering client data, helping prepare client deliverables and touch points such as setting up new business, follow-up on all business-related activities, and performing other tasks as needed. The Paraplanner will also respond to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects as assigned by the advisor and working with clients to resolve issues. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
Responsibilities and time allocation may change over time to meet the needs of the practice and can include other duties as assigned by the Advisor.
Position functions:
Oversee the day-to-day business management and financial planning process in accordance to practice preferences while providing superior support to both the Advisor and the client.
• Complete and process business
• Manage compliance related changes and/or implementations
• Financial plan data gathering
• Owner of required minimum distributions process
• Responsible for follow-up with home office on business related issues
• Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts and financial planning data
• Responsible for documenting client contact/calls
• Manage and resolve client service problems
• Conduct trade completion and transaction requests as directed by financial advisor and associate financial advisor
• Maintain files and records in accordance with the records retention policy
• Attend and participate in client meetings if necessary.
• Perform other allowable duties as assigned by the Advisor
• Manage estate settlements
• Meeting follow up tasks and responsibilities
Key traits of a successful Paraplanner
• Direct attention to detail and organization
• Effective communication with clients, staff, and Advisor
• Effective and efficient time management
• High level of interpersonal skills
• Polite and clear phone manner
• Ability to adhere to rules and regulations as stated and required by Advisor and Ameriprise
• Ability to support and provide guidance for compliance
• Positive attitude and sincere willingness to constantly learn and grow
Education and other designations:
• College degree or higher
• 2+ years of similar experience preferred
• Series 7, Series 66, and State life, accident, and health insurance licenses
This position can be in the office (if local) or it can be fully remote (with occasional travel to office in Kansas). Must be capable of working remotely from Central/Midwestern U.S. This role cannot be performed in Colorado.
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
Schedule:
• Monday to Friday
Supplemental pay types:
• Bonus pay
Experience:
• Ameriprise: 1 year (Required)
License/Certification:
• Series 7 (Required)
Work Location: Remote Show more details...
via Jobrapido.com
posted_at: 10 days agoschedule_type: Full-time
Job Description
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients' goals. Build a pipeline, complete with personal and professional contacts and new leads...
Preferred Qualifications
• Four-year college degree from an accredited institution.
• High level of confidence, perseverance and a strong
Job Description
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients' goals. Build a pipeline, complete with personal and professional contacts and new leads...
Preferred Qualifications
• Four-year college degree from an accredited institution.
• High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
• Show accountability to your results.
• Outstanding verbal, written and listening communication skills.
• Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.
Responsibilities
• Obtain your required licenses/credentials within 150 days of hire:
• FINRA Series 7
• Active State Securities Agent Registration (S63 or S66)
• Active IAR Registration (S65 or S66) and
• State Life, Health Insurance and Variable Products lines.
• Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines.
• Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
• Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
• Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:
• Develop and execute a robust marketing plan to achieve the practice's client acquisition goals.
• Identify clients to engage or re-engage in financial planning relationships.
• Gather and analyze data and develop financial planning recommendations.
• Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients.
• Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
• Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
• Manage the practice's client service model and consistent execution.
• Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.
Required Qualifications
• Join Ameriprise in a team practice and support a seasoned financial advisor or advisors Show more details...
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients' goals. Build a pipeline, complete with personal and professional contacts and new leads...
Preferred Qualifications
• Four-year college degree from an accredited institution.
• High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
• Show accountability to your results.
• Outstanding verbal, written and listening communication skills.
• Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.
Responsibilities
• Obtain your required licenses/credentials within 150 days of hire:
• FINRA Series 7
• Active State Securities Agent Registration (S63 or S66)
• Active IAR Registration (S65 or S66) and
• State Life, Health Insurance and Variable Products lines.
• Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines.
• Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
• Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
• Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:
• Develop and execute a robust marketing plan to achieve the practice's client acquisition goals.
• Identify clients to engage or re-engage in financial planning relationships.
• Gather and analyze data and develop financial planning recommendations.
• Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients.
• Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
• Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
• Manage the practice's client service model and consistent execution.
• Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.
Required Qualifications
• Join Ameriprise in a team practice and support a seasoned financial advisor or advisors Show more details...
via Jooble
posted_at: 8 days agoschedule_type: Full-time
Branch Manager
The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible to understand the local market and execute a business plan to growth the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and... acquiring of external practices, leading with integrity,
Branch Manager
The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible to understand the local market and execute a business plan to growth the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and... acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office.
Responsibilities
• Implement national recruiting strategy. Recruit high quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage the end-to-end candidate experience. Develop branch's unique value proposition and articulate to candidates. Execute on onboarding and ramp-up plans that drives growth.
• Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
• Lead the branch with integrity. Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client.
• Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work.
• Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience. Lead from the front and be a role model for others in how you serve your clients and run your practice.
Required Qualifications
• Bachelors degree or equivalent
• 3 - 5 years of relevant work experience.
• Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
• Active FINRA Series 7
• Active FINRA Series 24, or 9/10
• Active State Securities Agent Registration (S63 or S66)
• Active State IAR registration (S65 or S66)
• Active Life and Accident/Health insurance license
• Proven success driving business growth.
• Proven leadership skills and ability to drive and motivate an organization to achieve results.
• Demonstrated sales success with proven ability to acquire clients and close business.
• Self driven and achievement oriented.
• Ability to execute a playbook to drive results.
• Strong presentation skills.
• P&L expense management and ability to analyze data and reports to determine business opportunities.
• Knowledgeable and able to develop networks within the community.
• Excellent compliance record.
Preferred Qualifications
• Masters degree and/or relevant industry designations preferred (e.g. CFP)
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
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 Show more details...
The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible to understand the local market and execute a business plan to growth the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and... acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office.
Responsibilities
• Implement national recruiting strategy. Recruit high quality experienced advisors to your branch. Actively generate leads into local area pipeline and manage the end-to-end candidate experience. Develop branch's unique value proposition and articulate to candidates. Execute on onboarding and ramp-up plans that drives growth.
• Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
• Lead the branch with integrity. Perform front-line supervision to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client.
• Develop strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work.
• Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience. Lead from the front and be a role model for others in how you serve your clients and run your practice.
Required Qualifications
• Bachelors degree or equivalent
• 3 - 5 years of relevant work experience.
• Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
• Active FINRA Series 7
• Active FINRA Series 24, or 9/10
• Active State Securities Agent Registration (S63 or S66)
• Active State IAR registration (S65 or S66)
• Active Life and Accident/Health insurance license
• Proven success driving business growth.
• Proven leadership skills and ability to drive and motivate an organization to achieve results.
• Demonstrated sales success with proven ability to acquire clients and close business.
• Self driven and achievement oriented.
• Ability to execute a playbook to drive results.
• Strong presentation skills.
• P&L expense management and ability to analyze data and reports to determine business opportunities.
• Knowledgeable and able to develop networks within the community.
• Excellent compliance record.
Preferred Qualifications
• Masters degree and/or relevant industry designations preferred (e.g. CFP)
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
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 Show more details...
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