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Associate Financial Advisor - DURANGO, CO US
 
FJN® JOB Number 15147

Job Description:
Category: Banking, Investment
Job Title: Associate Financial Advisor, FJN 15147
Company Name: Ameriprise Financial
Division/Client:  
Company Web Site:
Industry/Product: Investment  
Annual Salary: Full-Time  
Description:
Responsibilities: Associate Financial Advisor About the Job Please note: Your application to this job will be a direct email to an Ameriprise recruiter. When you apply, simply submitting an email address does not mean you've applied. Please, ensure you complete the entire application process to be considered a candidate. If you are having difficulty applying for this job or you're leveraging a free email account (ie: gmail, yahoo, hotmail, etc.) please email your resume directly to [click on "Apply Online" button] To work as a financial advisor within a dynamic team of advisors and staff with 6 locations in 3 states to service a segment of clients in the beautiful Durango, CO area. As an AFA, you will be working independently in a remote office from the rest of the team and will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. You will be responsible for delivering on the client service, financial planning and investment models established by the team practice. Responsibilities and Time Allocation Will change over time to meet the needs of the practice Marketing and Client Acquisition 20% * Develop and implement annual marketing plan to meet client acquisition goals - Contact prospects to set up meetings or appointments. - Coordinate seminars and client appreciation events. - Leverage natural market to drive new client acquisition. - Learn and implement client referral program. - Use network marketing with Center of Influence to drive client acquisition. * Implement key marketing activities including: - Personal website. - Free web marketing. - Client Contact Model. - Referrals and Networking. - Seminars and Events. - Local advertising and media relations. - Office branding. Financial Planning and Advice 25% * Identify clients to engage or re-engage in planning relationships. * Prepare for client meetings focused on planning discussions. * Gather client data. * Work with staff to develop financial planning recommendations and 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 accounts. Product Solutions 25% * Determine the clients risk tolerance. * Determine the clients time frame. * Apply team investment models appropriately that will fit the clients risk tolerance and time frame. * Run illustrations and hypotheticals. * Develop appropriate product deliverables. * Persuade clients to act upon advice/recommendations. * Provide trades to appropriate staff members to align with proposed portfolio. * Monitor economy, markets, and world events to determine any required strategic rebalancing. * Manage wholesaler relationships. Business Management 15-20% * Participate in weekly team meeting via conference call. * Review work methods and procedures for possible quality improvements and efficiencies and implement them when appropriate. * Assign and delegate work and provide feedback, when appropriate, to other planning support staff. * Act as a technical resource and provide training and support to other practice members. Client care * Set up and maintain client management system (i.e. Contact Manager). * Write notes or letters to clients on personal letterhead. * Review and respond to emails as necessary. * Maintain files and records in accordance with the records retention policy. Key Traits of a Successful AFA * Initiative. * Ability to market to local clients. * Strong interpersonal skills. * Effective communications and persuasive ability. * Ability to work with a team. * Analytical ability, persistence and an entrepreneurial perspective to build a client base. * Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial and regulatory agencies. * Minimum licensing requirements: - Series 7. - Series 66. * Other licenses and certifications that would be positive: - State life, accident and health insurance licenses. - Certified Financial Planner. - Certified Financial Analyst. - MBA. * Experience - Minimum experience of 3 years as a financial advisor.
Requirements: Degree: Undergraduate
Language(s): English
Additional Information: Reference Financial Job Network for immediate consideration.
Apply online:
Job Location:
    City: DURANGO
    State: CO
    Country: US
Travel Required: No
Relocation Provided: No
Submit Resume/C.V.: Yes  
Submit Salary History: Yes 

Send resume to:
Email is not available.
Contact Name: HR Recruitment  
Title:    
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Country: US
Telephone: N/A
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