Job Summary
Are you making a difference in your life and the lives of others? What if you could grow personally, professionally, and financially by helping clients with their finances? Would that get you excited to come in to “work” every day? Step into an instrumental role as a financial planner and advisor in a growing independent private wealth practice of Ameriprise Financial. We are seeking a values-driven individual to serve clients and contribute to the smooth operations of a fast-paced—and friendly—office environment.
At Responsible Financial Guidance, our advisors live to help clients achieve their financial goals. We care and do our best to show it. In this role, 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.
This role provides client relationship support through managing, gathering, and analyzing client data, preparing financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages small business as usual projects such as organizing a client seminar.
Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor, but we will help you hone your skills to meet and exceed rising client expectations.
Key traits of a successful financial advisor
- Ability to meet with clients and present planning strategies
- Ability to deliver an exceptional client experience that is referrable
- High level of interpersonal skills
- Entrepreneurial perspective and desire to grow personally and professionally
- 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, Ameriprise and industry
- Current client database a plus
Education and other designations:
- College degree or higher
- 2+ years of similar experience in financial services
- Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses.
- Must have or be willing to obtain a CFP designation
Job Type: Full-time
Pay: $75,000.00 - $82,250.00 per year
Benefits:
- Health insurance
- Paid time off
Compensation Package:
- Bonus opportunities
Physical Setting: Office
Schedule: Monday to Friday
Experience: Financial planning: 2 years (Preferred)
License/Certification:
- CFP (Preferred)
- FINRA License (Preferred)
Ability to Commute: Lincolnshire, IL 60069 (Required)
Ability to Relocate: Lincolnshire, IL 60069: Relocate before starting work (Required)
Work Location: In person
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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