Associate Financial Advisor

Responsibilities

• Prepare for client meetings focused on planning discussions
• Gather and enter client data into Financial Planning Tool Suite
• Create planning deliverables
• Perform case analysis and develop recommendations
• Conduct and/or participate in client meetings to present recommendations/deliver advice
• Track/hold clients accountable to agreed upon actions
• Answer questions and provide readily available information to clients, if requested, as it relates to servicing their account
• Run illustrations and hypotheticals
• Develop appropriate product deliverables
• Execute appropriate trades to align with proposed portfolio
• Complete follow-up from client meetings, correspondence, calls etc.

Requirements

• College degree or higher
• 2+ years of similar experience
• Already have successfully completed the following: Series 7, Series 66, and State life, accident and health insurance license

Qualifications

Note: Candidates from both Mankato and Austin, MN are preferred.

Benefits

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.

Pay

Salary range is $90K - $120K/year

Schedule

Full-time