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The associate financial advisor will work with clients to help them achieve their financial goals. The team’s leadership group will lead you as you hone your skills and build a base of clients which you service. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. 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.
Position Functions:
20% Marketing and Client Acquisition
Develop and implement annual marketing plan to meet client acquisition goals
- Contact prospects to set up meetings or appointments
- Coordinate seminars and client appreciation events
- Leverage natural market to drive new client acquisition
- Learn and implement client referral program
- Use network marketing with Center of Influence to drive client acquisition
Implement key marketing activities including:
- Advisor website
- Social media
- Online client experience
- Client and prospect contact
- Referrals and Networking
- Seminars and Events
- Local advertising and media relations
25% Financial Planning and Advice
- Identify clients to engage or re-engage in planning relationships
- Prepare for client meetings focused on planning discussions
- Gather and enter client data into Naviplan and create planning deliverables
- Perform case analysis and develop recommendations
- Conduct and/or participate in client meetings to present recommendations/deliver advice
- Work with clients to follow-up on actions agreed upon to achieve financial goals
- Answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts
25% Product Solutions
- Assess & recommend portfolio/robust product solution that will fit the client’s risk tolerance, goals, & time frame
- Run illustrations and hypotheticals
- Develop appropriate product deliverables
- Work with 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
- Manage wholesaler relationships
- Conduct transactions on behalf of clients
15% Business Management & Client Care
Business management
- Review work methods and procedures for quality improvements and efficiencies
- Participate in daily stand-up and weekly staff meetings
- Act as a technical resource and provide training and support to other practice members
Client care
- Set up and maintain client management system (i.e., Salesforce)
- Manage client correspondence and communications
- Maintain files and records in accordance with the records retention policy
Key traits of a successful Associate Financial Advisor:
- Ability to meet with clients and present planning strategies
- Ability to source prospective clients
- High level of interpersonal skills
- Initiative in business development
- Entrepreneurial perspective and desire to grow the business
- Ability to recommend suitable investment products and services
- Success at planning and managing resources (time, people, budget) to run optimal practice
- Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise Financial
- Ability to support and provide guidance for compliance within the advisor’s practice
- Current client database a plus
Education and other designations:
- College degree or higher
- 2+ years of similar experience
- Federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident, and health insurance licenses
Benefits:
- Competitive salary and incentive program
- Health insurance
- 401(k) Retirement Plan – elective deferrals and matching employer contributions
- Company Profit Sharing Plan
- Paid vacation time and company observed holidays
- Excellent training opportunities to increase your knowledge within the industry through our licensing reimbursement program.
- Professional Career Development Plan – We work with you to identify your desired career path and provide growth opportunities within our practice.
- Being a part of a team that truly cares for their clients and one another! Team culture and our environment is VERY important to us – honesty, integrity, excellence, supportive, communicative, collaborative, encouraging, engaging and fun!
About Our Company:
Adelson Group is an independent financial advisory team and a private wealth advisory practice of Ameriprise Financial Services, LLC. We are one of the top growing financial planning practices, and one of the top teams in the company. We are proud to share that Adelson Group has been named to the 2023 Forbes Best-in-State Wealth Management Teams list and the president has been named a Forbes Best-in-State Wealth Advisor for 2021-2023, and Forbes Top Next Generation Wealth Advisor for 2018 – 2022 awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. With 10 advisors who care for their staff and their clients, we use outstanding client service and personalized, comprehensive financial advice, to work with our clients passionately to help them plan to achieve their goals so they can experience more confidence now and throughout retirement.
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.
This position is with an Ameriprise Financial Franchise owner.
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.
Full-Time/Part-Time
Full time
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