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Ameriprise - Financial Planning
Ameriprise - Financial Planning
Financial Planning, Ameriprise Jobs

  • Financial Advisor Job (Columbia, SC)

    Location: Columbia, SC
    Available Openings:
    Business Unit: US Retail
    - Advisors
    Full/Part Time: Full-Time
    Eligible for Relocation: N
    Regular/Temporary: Regular
    Travel Percentage: None
    License:
    Series 63
    - State Securities / Series66-Comb. St. Sec/IAA/IAR / Series 7
    - General Securities Ameriprise Advisor Services, Inc. is a diversified financial services Company dedicated to helping our clients work toward achieving their financial objectives by serving as their financial partner. If you are an experienced, Series 7 and 63 or 66 licensed Financial Advisor and would like to explore a career with Ameriprise Advisor Services, Inc., please submit your resume'. We look forward to hearing from you! JOB SUMMARY The successful Financial Advisor is a master at building relationships with customers who depend on their advice. Their mission is to partner with clients to help them define their investment objectives, determine asset allocation, and track account performance against those objectives.

    Qualifications
    What does one need to be successful in this role? Knowledge of the industry, product knowledge, and having the drive to succeed are all important factors. Ameriprise Advisor Services, Inc. helps you along the way by providing your clients with a comprehensive suite of products and services in addition to providing you with various strategic marketing assistance. Ameriprise Advisor Services, Inc. Member NYSE, FINRA & SIPC Equal Opportunity Employer
  • Field Vice President Job (Irvine, CA)

    Location: Irvine, CA
    Available Openings: 1
    Business Unit: US Advisor Group
    Full/Part Time: Full-Time
    Eligible for Relocation: N
    Regular/Temporary: Regular
    Travel Percentage: None
    License:
    INS / Series 24
    - Genl Secur. Princp / Series 4
    - Registered Options / Series 7
    - General Securities The Field Vice President position exists to drive site-level (centralized sales office) growth and results productivity by creating a compelling growth/business plan for the site, developing and providing leadership to P1 managers, advisor coaches and financial advisors. Core

    Responsibilities:
    include: demonstrate leadership behaviors & competencies; ensure compliance, brand standards, client service & client satisfaction are met; grow the use of Ameriprise financial planning & quality of advice techniques and standards; Drive results & growth for assigned site, manage all functions for the site's business development & planning, communication, positive environment, budget; Provide leadership & manage performance; Recruit new advisors, assess & select those qualified; Provide frontline leadership to leaders and advisors through teaching, monitoring & development/implementation of systems & structure; Attract and develop leaders & potential leaders, develop an effective team of leaders for site; Acquire clients; Encourage & facilitate employee advisor transitions to independent contractor; Facilitate & encourage inner platform branch formations and transfers. This position is located in: Irvine, CA.

    Qualifications
    4+ years of people mgmt experience or equivalent; 6+ yrs of professional experience including at least 5 yrs experience in two or more of the following: recruitment and selection, training, marketing/sales, management development, sales mgmt support, financial planning, finance & budget management; Demonstrated: leadership competencies -
    - thought, results, relationship & people, personal competencies, ability to develop successful leaders; Excellent compliance record & knowledge of compliance requirements; Organization & time mgmt skills including demonstrated ability to manage multiple responsibilities and/or concurrent projects; Analytical
    - ability to analyze data & reports to determine business needs & opportunities; Strong interpersonal, facilitation, influencing & communication skills; Commitment to diversity & sensitivity to differences among people; Supportive of Ameriprise Financial mission, strategies, products, financial planning services; Working knowledge of readiness assessment & situational leadership; Proven ability to hire, train, coach & manage performance; Proven ability to develop & implement marketing plans for client acquisition w/various marketing techniques; Knowledge of recruitment policies, legal/regulatory guidelines & screening activities; FINRA General Securities & Principal Registration.
  • Financial Advisor Job (Troy, MI)

    Location: Troy, MI
    Available Openings: 1
    Business Unit: US Advisor Group
    Full/Part Time: Full-Time
    Eligible for Relocation: N
    Regular/Temporary: Regular
    Travel Percentage: None
    License:
    LIFES A JOURNEY. BE THE COMPASS. What are you working towards? Of course, you want to succeed. You have the drive and perseverance to take yourself where you need to go. Now all you need is Ameriprise Financial. Here, your income is limited only by your ability to perform. Because we approach our clients' financial goals by remembering what really matters -
    - people. We put their dreams first, above making a quick sale. The result? We're connecting with clients like never before. And with a client target market that's expanded to 41 million households with $19 trillion in investable assets,
    * we're poised for unprecedented growth. No wonder the financial advisor career ranked #3 on Money magazine and Salary.com's list of Best Jobs in America. Are you ready? Financial Advisor Our proven model for success has helped thousands launch a career as a financial advisor. You don't need prior finance experience to join us, but you do need energy, great people skills, a strong work ethic and entrepreneurial spirit. We'll provide competitive benefits and the training, resources and support you'll need to do better than your best.

    Qualifications
    What a financial advisor does: * Identifies and sets appointments with potential clients (without cold calling) * Meets with clients to assess their financial needs * Develops a customized financial plan to address each client's outlined goals * Maintains strong relationships with clients, helping them to track their progress over time * Provides ongoing consultation and support Some of the features of this position include: * Comprehensive benefits available on the first day of employment * A comprehensive, paid training program that includes financial planning, marketing techniques, consultative selling, client service and regulatory compliance * Local and national marketing support, including brand advertising, that will help to expand and grow client relationships * Draw + commission-based bonuses*
    * with uncapped earning potential * Extensive product offering covering virtually every category -
    - including mutual funds, stocks, CDs, IRAs, insurance, annuities, etc. * The opportunity to build and grow relationships with clients that can last over years or even decades * Numerous career path options, including field and corporate opportunities To apply: Visit joinameriprise.com *Source: SRI Consulting Business Intelligence, 2006-2007. *
    * Different compensation structure may be in place depending on location. Ameriprise Financial Services, Inc., Member FINRA and SIPC, is an Equal Employment Opportunity Employer. Ameriprise Financial cannot hire individuals into the financial advisor position who are not legally authorized to work in the U.S. or who require or will require sponsorship for employment visa status. © 2007 Ameriprise Financial, Inc. All rights reserved. (04/07)
  • P1 Field Vice President Job (Quincy, MA)

    Location: Quincy, MA
    Available Openings: 1
    Business Unit: US Advisor Group
    Full/Part Time:


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