Financial Advisor @ Ameriprise

Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Strength, Leadership & Support, and Opportunity & Value. That’s the Ameriprise difference.

Position title: Financial Advisor

Locations: Greater Boston Area

Position Description:

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly— financial planning office. Work as part of a team of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.

The financial advisor will assist other financial advisor(s) in working with clients to help them achieve their financial goals. The employing franchise owner will lead you as you hone your skills and build a base of clients which you service. 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, helping prepare 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 owner.

Key traits of a successful 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, 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

• 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

To apply: Send an email with your resume and contact information to vanessa.echeverria@ampf.com

Please include “Boston YPA Job Posting” in the subject line.