Financial Advisor
Company: Ameriprise Financial, Inc.
Location: Fort Worth
Posted on: February 24, 2021
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Job Description:
Job Description Are you looking to advance your career in a role
with meaningful work? Do you want the stability of an
industry-leading organization with entrepreneurial freedom to
advance based on your personal results? As a Financial Advisor with
Ameriprise, you'll help shape your clients' financial futures for
each stage in their lives. It's a tremendous responsibility, but
you won't go it alone. Thrive in a respectful, supportive
environment that encourages you to perform at your peak! We offer a
competitive base salary plus uncapped monthly bonus opportunities
and a full employee benefits package to support your wellbeing.
You'll have access to extensive, in-person training taught by local
leaders who will coach and develop you over three years to build a
book of business and embark on a long-term career as an Ameriprise
Financial advisor. We will provide tools and support to help you
obtain your required licenses/credentials, and we'll cover your
licensing and training costs. We recognize your achievements and
understand that work is one of the many important aspects in your
life. While maintaining respect for that life balance, we help you
advance your career and reach your goals. Responsibilities ---
Attend and engage in coaching and training led by the leadership
team and established advisors. --- Generate client prospects by
attending local tradeshows and events, hosting seminars, joining
networking groups, utilizing online marketing venues, and asking
for referrals. --- Develop and execute a marketing plan to attract
and engage target audiences that will attract client prospects to
build your practice. --- Schedule and conduct financial planning
and advice meetings with clients and client prospects. --- Build
deep, meaningful relationships with clients and develop a service
model to provide solutions that support their financial goals. ---
Achieve or exceed program standards; receive additional
compensation opportunities and recognition tied to your results.
--- Build a book of business as a stand-alone Ameriprise Financial
advisor. --- If desired, explore teaming opportunities with
seasoned financial advisors as you achieve program standards and
advance in your training curriculum. --- Follow high standards of
business and professional ethics and legal and regulatory
requirements when serving clients and prospects and performing all
work-related activities. Required Qualifications --- 3+ years of
work experience with a proven track record of success. --- Have a
network of personal and professional contacts within the local area
that you may engage for referrals. --- Showcase a background in
building strong relationships and delivering superior client
service. --- Cannot have been a financial advisor soliciting
securities-based business or have a securities-based book of
clients in the past 8-10 years. --- Legally authorized to work in
the U.S. and does not now or in the future require sponsorship for
visa status. --- Ability to obtain required licenses within 150
days of hire: o FINRA Series 7 (Obtaining the Series 7 may include
passing the Securities Industry Essentials exam plus the Series 7
top-off exam) o State Securities (Series 63 or Series 66) o State
IAR (Series 65 or Series 66) o State Life, Health Insurance and
Variable Products lines Preferred Qualifications --- Four-year
college degree, or equivalent --- Demonstrate an entrepreneurial
spirit and a desire to succeed in a goal-oriented environment. ---
Willingness and desire to be part of a coaching relationship and
peer learning environment. --- Proven track record of continued
success in all industries and careers including, but not limited
to: --- Accountants --- Attorneys --- Bankers --- CERTIFIED
FINANCIAL PLANNER--- professionals* --- Community leaders ---
Consultants --- Entrepreneurs --- Fundraisers --- Insurance agents
--- Military personnel --- Professional athletes --- Real estate
agents and developers --- Risk managers --- Sales and marketing
professionals --- Teachers and educators
Keywords: Ameriprise Financial, Inc., Fort Worth , Financial Advisor, Accounting, Auditing , Fort Worth, Texas
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