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Associate Financial Advisor

Company: Ameriprise Financial Services, Inc.
Location: Green Bay
Posted on: October 12, 2019

Job Description:

Rick Holewinski, CRPC--, CFP--Financial Advisor at Ameriprise Financial Services, Inc.
Step into an instrumental role. Help conduct the smooth operation and growth of a fast-paced-and friendly-financial planning office. Work as an employee of an independent Ameriprise Financial advisor franchisee. The associate financial advisor will assist financial advisor(s) in working with clients to help them achieve their financial goals. The employing franchise owner will lead you as you hone your skills and manage client relationships within the practice. You will assist in daily business operations as well as build a base of clients which you service. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates our practice. This position will consistently follow high standards of professional ethics and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and assist with client meetings and client events/presentations. Education and other designations: -- College degree or higher-- 2+ years of similar experience preferredAlready have or be able to study for and the pass exams for federal and state licenses and registrations for securities including: Series 7, Series 66, and state life, accident and health insurance licenses. Entrepreneurial Career Track: Unique opportunity to be involved in a growing industry with path to franchise ownershipSeniority levelEntry levelEmployment typeFull-timeJob functionFinanceIndustriesFinancial Services

Keywords: Ameriprise Financial Services, Inc., Green Bay , Associate Financial Advisor, Accounting, Auditing , Green Bay, Wisconsin

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