Benefits:

401(k) matching

Bonus based on performance

Dental insurance

Health insurance

Paid time off

Vision insurance

Ameriprise Financial is a diversified financial services leader with an unwavering focus on our clients and their financial wellbeing. This focus continues to drive our success with over 2 million individual, small business and institutional clients.

Are you looking to advance your career in a role with meaningful work? As a Financial Advisor with a financial advisory practice of Ameriprise, you’ll help shape your clients’ financial futures for each stage of their lives. In this role you will provide client advisory service by managing, gathering and analyzing client data, preparing and presenting financial plans and other client deliverables, and working with clients to resolve issues.

This position is 100% remote.

Responsibilities:

Client Care

· Respond to client questions, transactions, and account changes either by phone, online or email

· Set up and maintain client management system

· Maintain effective communications with clients by phone call and/or emails, responding promptly.

· Maintain files and records in accordance with the records retention policy

Product Solutions

· Assess and recommend portfolio/robust product solutions that will fit the client’s risk tolerance, goals and time frame

· Persuade clients to act upon suitable advice and recommendations

· Execute appropriate trades to align with the proposed portfolio on behalf of the client

· Monitor economy, markets, and world events to determine any required strategic rebalancing

Financial Planning and Advice

· Gather and enter client data into Financial Planning software

· Perform case analysis and develop recommendations

· Create planning deliverables

· Schedule and conduct financial planning and advice meetings with clients

· Answer questions and provide readily available information to clients

· Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and performing all work-related activities

Qualifications:

Must haves

· A minimum of 3 years’ experience in a financial advisory firm as a financial advisor, financial plan writer or financial planning specialist with a proven record of success.

· Showcase a background in building strong relationships and delivering superior client service

· Strong analytical and writing skills and strong attention to detail

· Ability to adhere to rules and regulations required by advisors, Ameriprise Financial, and FINRA (Financial Industry Regulation Authority)

· Series 7, Series 66, and State life, accident and health insurance licenses

· College degree or equivalent a plus

Successful Candidates

Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment

Have a high level of interpersonal skills

Are independent self-starters

Are process-driven

Are organized with strong time management skills

Application Requirement - Resume and Cover letter

Please include a cover letter as part of your application packet. Please address all of the following topics. Applications submitted without a cover letter addressing all of these topics will not be considered:

Describe your current work situation and why you are applying for this role.

What interested you in this role?

What specific skills do you possess that will help you succeed?

How many clients do you currently meet with per week?

Confirm you saw the salary range for this position and that it meets your expectations. Explain the amount of money you expect to earn two years from now.

Explain your remote work history and why this is appealing to you.

Why should we hire you?

Job Type: Full-time

Salary: $60,000 to $70,000 per year plus the potential for bonus

Benefits:

· Professional development assistance

· 401(k) with company match

· Health, Dental and Vision insurance

· Life Insurance

· Long Term Disability Insurance

· Employee assistance program

· Paid time off

This is a remote position.