Financial Advisor - TCC Job ID: 80057 Location: Roseville, CA Available Openings: 1 Business Unit: The Personal Advisors Group
Full/Part Time: Full-Time Eligible for Relocation: N Regular/Temporary: Regular Travel Percentage: None License:
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About Ameriprise The right career opportunity >The right company >The right time
Autonomy. Control. Results.
Bring your managerial, financial, and analytical experience to a position that gives you the traits you desire. We have the training, support, and resources to help you make the transition to a career in financial planning. Join a leader in the field, with more than 2.8 million individual, business and institutional clients1 and more CERTIFIED FINANCIAL PLANNER professionals than any other firm. And with 78 million people reaching retirement age over the next 15 years2 and $1.7 trillion in assets in transition3, what better place to be than America's largest financial planning company4? It's time to help change more lives. Start with yours. Responsibilities Job Description Our proven model for success has helped thousands launch a career as a financial advisor. You don't need prior finance experience to join us, but you do need energy, great people skills, a strong work ethic and entrepreneurial spirit. We'll provide competitive benefits, training, resources, and support you'll need to do better than your best. What a financial advisor does: - Identifies and sets appointments with potential clients (without cold calling) - Meets with clients to assess their financial needs - Develops a customized financial plan to address each client's outlined goals and implement the plan with suitable products and services - Nurtures and maintains strong relationships with clients, helping them to track their progress over time while providing ongoing consultation and support Some of the features of this position include: - Competitive benefits available on the first day of employment - A comprehensive, paid training program that includes financial planning, marketing techniques, consultative selling, client service, and regulatory compliance - Local and national marketing support, including brand advertising, that will help to expand and grow prospect and client relationships - Draw plus commission-based bonuses with uncapped earning potential Qualifications What it takes to be a financial advisor: - Undergraduate college degree or equivalent experience - 5+ years experience in sales, marketing, small business ownership, or related career - Prefer 3+ years of management or supervisory experience - Proven ability to build a client network - Demonstrated ability and passion to cultivate and foster relationships - Natural and effective interpersonal communication skills - Demonstrated leadership, organization, and discipline skills - Self-confidence, persistence, initiative, and persuasiveness - High level of self-motivation and drive with strong integrity and ethics
JCODE:23916
1 Ameriprise Financial 2007 Annual Report 2 U.S. Census Bureau, July 2005. 3 Cerulli Association, Quantitative Update Retirement Markets 2005. 4 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, 2007, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc. 5 Different compensation structure may be in place depending on location
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