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 HealthMinimum of 5-10 years of experience in financial services is requiredFinancial designation preferred, not required (CFP, APMA, CIMA, CFA, CHFC)Existing book of business preferred, not requiredSales experience is a plusProven ability to meet with clients and present planning strategiesDemonstrated the ability to source prospective clientsHighest level of interpersonal skillsReadiness to take initiative in business developmentEntrepreneurial perspective and desire to build a businessAbility to recommend suitable investment products and servicesSuccess at planning and managing resources (time, people, budget) to run optimal practiceResponsibilities for the Financial Advisor:Servicing existing client baseFocus on growing their own client base by participating in the existing marketing plan and eventsProvide financial adviceAnalyzing and recommending changes to portfoliosReview investment plans and present to clientsImplementing solutionsManage a prospect pipeline using a CRMCreate client acquisition plan and meet goalsCompensation 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.

Created: 2025-01-21