Available Openings: 2
Job Title: Financial Advisor
: Targeted Career Changer
Job ID: 83157
Location: Worcester, MA
Business Unit: The Personal Advisors Group
Full/Part Time: Full:Time
Eligible for Relocation: N
Travel Percentage: None
SERIES63 / SERIES65 / SERIES66 / SERIES7
You give more, you want more
Youve worked hard and now youre looking for a career thats 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, were Americas largest financial planning company?1; yet were also a supportive nationwide family of financial professionals. Were 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 youre talented, driven, and ready to join a team of professionals who work every day to help their clients plan for and achieve their dreams, youre 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(R) 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.
The AAG Financial Advisor exists to develop an ongoing financial planning relationship with clients focused on accomplishing the clients 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 (clients, investments, protection options); 5) propose a strategy/solution to solve for client needs or resource gaps and 6) provide ongoing service of clients needs.
Schedule and hold meetings with both potential and existing clients in order capture the clients 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 clients 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 clients progress vs. goal and when appropriate reallocate resources or investment