Financial Advisor - New Advisor Program Job Job Details
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Show me jobs like this one| Employer: | Ameriprise Financial | Job Title: | Financial Advisor - New Advisor Program Job | Sector: | Other | Sub Sector: | Risk & Performance / Pension | Risk Type: | Other | Expertise: | Risk Manager | SERIES63 / SERIES65 / SERIES66 / SERIES7 About Ameriprise You give more, you want more You've worked hard and now you're looking for a career that's as rewarding as it is challenging. Ameriprise Financial is a great place to find just that. With our corporate headquarters in Minneapolis and offices nationwide, we're America's largest financial planning company¹ yet we're also a supportive nationwide family of financial professionals. We're proud to be ranked as one of the "Best Places to Launch a Career" by BusinessWeek magazine.² You provide the initiative; we provide the support to help you succeed. Thrive in our diverse and inclusive environment with award-winning training,³ career development and 360° support guided by accessible leaders. If you're talented, driven, and ready to join a team of professionals who work every day to help their clients plan for and achieve their dreams, you're ready for a career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. ¹ Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc. ² BusinessWeek magazine, September 4, 2008. ³ DALBAR Financial Intermediary Post-Sale Service Award 2007. Responsibilities The AAG Financial Advisor exists to develop an ongoing financial planning relationship with clients focused on accomplishing the client's goals. Using the 6 Key Advisor Tasks: 1) generate leads; 2) schedule/set meetings with current clients and prospects; 3) conduct meetings with clients/potential clients; 4) analyze data (client's, investments, protection options); 5) propose a strategy/solution to solve for client needs or resource gaps and 6) provide ongoing service of client's needs. Schedule and hold meetings with both potential and existing clients in order capture the client's goals. Develop strategies to achieve required goals. Document in written plan to track progress against goals, quarterly. Work with clients to implement agreed upon strategies including but not limited to the following areas: protection, taxes, investments, cash and liabilities, in order to accomplish the client's financial goals. Generate leads through various methods. Such as natural market, referrals, local seminars, workplace partnerships, advertising, networking groups and web based marketing venues. Leverage regular meetings (on the phone and in person) to track the client's progress vs. goal and when appropriate reallocate resources or investments in order to keep the client on track. Engage in on-going professional development to increase industry, product, sales and servicing skills and abilities. Maintain all appropriate FINRA/other licenses and requirements up to date. Qualifications - High level of confidence, perseverance and a strong desire to achieve and succeed. Previous financial sales experience or exposure preferred. - Outstanding verbal, written and listening communication skills. Superior customer service skills. Master at building relationships with customers. - Ability to quickly compile, verify and calculate information to provide solutions and recommendations. Product knowledge. - Demonstrated ability to display and maintain a highly professional demeanor consistent with Ameriprise values and brand. - Demonstrated high level of skill in the following areas: organizing, planning and prioritization. - Ability to obtain required FINRA licenses within 90-120 day. JCODE: 280627 Nearest Major Market: Philadelphia Job Segments: Advertising, Finance, Financial, Financial Advisor, Financial Planner, Financial Sales, Marketing, Sales, Series 7 | Region/Country: | Americas, United States | States/Counties: | New Jersey | City: | Mount Laurel | Address: | Post Date: | 02/08/2012 |
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