The AFA will assist the franchise advisor in working with clients to help them achieve their financial goals. We will lead you as you hone your skills, build a client base and service existing clients. You will be instrumental in providing client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other deliverables, resolve issues and other practice tasks. Responsibilities may change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
Responsibilities:
Identify clients for financial planning and advice.
Assess clients' risk tolerance, goals and time frame.
Prepare for client meetings by gathering and analyzing data.
Participate in case study and develop recommendations.
Research investments and develop product solutions.
Create financial planning deliverables.
Conduct client meetings to present recommendations or deliver advice.
Conduct transactions on behalf of clients or financial advisor(s).
Service existing clients, execute trades and determine strategic rebalancing.
Document and update client records based on interactions.
Identify practice efficiency and process improvements.
Develop and implement a marketing plan to meet client acquisition goals.
Contact prospects and participate in client appreciation events/seminars.
Personality Traits:
Positive and professional demeanor.
Strong written and verbal communication skills.
Ability to recommend suitable investment products and services.
Ability to build rapport and meet with clients.
Ability to present planning strategies.
Ability to source prospective clients.
Desire to grow the business and run an optimal practice.
Qualifications:
Previous 3+ years of experience in financial operations or planning.
Securities licenses are a must (Series 7, Series 63, 65 or 66), Life/Health Insurance and Variable products.
Skilled in Microsoft Office (especially Teams) to create effective presentations.
Proficient in CRM technology, eMeeting, trading platforms and planning tools.
Experience with Ameriprise Tools, MoneyGuidePro and ThomsonOne is a substantial plus.
Benefits
F.I.T. Financial Group offers employees a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include medical/prescription drug coverage, dental and vision options; employee short- and long-term disability protection. Paid holidays, vacation days, 401(k) and dependent care reimbursement account.
About Us
F.I.T. Financial Group, a private wealth advisory practice of Ameriprise, is committed to provide thoughtful guidance and personalized service. This enables us to establish and maintain control over corporate and individual goals. While using a disciplined and structured approach we create strategies that meet personal and business priorities. F.I.T. Financial Group provides exceptional financial education, advice, and service for our clients. We specialize in Corporate Retirement Plan Management, Financial Planning, and Customized Portfolios. Our commitment is to guide individuals and corporations through financial decisions by providing them with timely and accurate information to make informed choices. We establish long-lasting relationships with professionalism and integrity. We support all aspects of a Retirement Plan and a Financial household. At F.I.T. Financial Group, our community commitments extend beyond providing financial services. We believe it is our responsibility to take an active role in developing long-lasting relationships and partnerships within our communities. We are dedicated to being a good neighbor and provide support for programs that are important to the communities we serve.
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