Financial Advisor

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.

 

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  

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.