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Associate Financial Advisor


Associate Financial Advisor

Associate Financial Advisor

Ameriprise Financial
Atlanta, GA 30339

Qualifications

Bachelor's (Preferred)

Job details

Job Type

Full-time

Ameriprise – Blane Advisory Group – an Ameriprise Private Wealth Practice is immediately seeking a licensed Associate Financial Advisor to join our innovative and dynamic team as soon as possible. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives.

Job Purpose:

Work with the team to service our existing clients and prospect for new clients. This role has potential for growth within the practice.

Responsibilities:

  • Service a selection of the advisor’s clients
  • Case analysis
  • Prepping financial planning recommendations
  • Running hypothetical illustrations
  • Conduct client meetings and reviews
  • Review financial documents and statements
  • Answer client questions and calls as needed
  • Prepare client correspondence
  • Complete trades and transactions
  • Hosting and attending client events

Qualifications:

  • Bachelors degree or higher
  • Fully licensed (Series 7, 66, and Life/Health license), have CFP or be willing to get CFP
  • 3+ years of experience as an advisor
  • Pleasant, professional, and friendly manner with excellent interpersonal skills
  • Strong team player
  • Highly organized, accurate, and attention to detail
  • Proven analytical and independent problem-solving skills
  • Highly proficient with in Microsoft office including PowerPoint, Excel, Word and Outlook
  • Excellent written and verbal communication skills
  • Ability to handle multiple responsibilities
  • Strong personal and business ethics and integrity
  • Desire to grow and learn within the practice

Salary/Benefits:

  • $75K - $85K based on experience
  • Paid time off, Health, Dental, Simple IRA with 3% match, bonus potential

How to Apply:

Please submit the following for consideration:

  • Cover letter
  • Resume

We are an Equal Opportunity Employer

Job Type: Full-time

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Retirement plan

Schedule:

  • Monday to Friday

Application Question(s):

  • Please provide an email address

Education:

  • Bachelor's (Preferred)

Experience:

  • financial advisory: 3 years (Preferred)

License/Certification:

  • series 7 license (Preferred)
  • series 66 license (Preferred)
  • life/health license (Preferred)
  • CFP (Preferred)

Work Location: One location


Hiring Insights

Hiring for this role


• Mobile: NA

• Location: NA

• Post ID: 21224114


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