P1 Advisor Non-Exempt

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

About the role

Work with an experienced advisor to build a personal book of business and help shape clients' financial future by developing an ongoing financial planning relationship focused on accomplishing clients' goals. Build a pipeline, complete with personal and professional contacts and new leads.

Responsibilities

• Obtain required licenses/credentials within 150 days of hire:
  • FINRA Series 7
  • Active State Securities Agent Registration (S63 or S66)
  • Active IAR Registration (S65 or S66)
  • State Life, Health Insurance and Variable Products lines
• Attend and engage in licensing coaching, as required. Be accountable for making progress within the program’s licensing and appointment preparation timelines.
• Assist seasoned financial advisor(s) in working with clients to help them achieve their financial goals.
• Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
• Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:
  • Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals.
  • Identify clients to engage or re-engage in financial planning relationships.
  • Gather and analyze data and develop financial planning recommendations.
  • Help prepare and/or deliver financial plans.
  • Foster ongoing financial planning relationships with clients.
  • Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
  • Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
  • Manage the practice’s client service model and consistent execution.
• Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.

Requirements

• Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.

Qualifications

• Four-year college degree from an accredited institution (preferred).
• High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
• Show accountability to your results.
• Outstanding verbal, written and listening communication skills.
• Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.

Pay

$35,630.40 per year

Schedule

Full-time, non-exempt