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Job Posting Details
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Ameriprise Financial see all jobs
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Associate Financial Advisor
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| Compensation: Compensation: Salary + Bonus |
| HI-Honolulu
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You give more. You want more.
You’re driven and ready to be part of a team that helps clients plan for their financial futures. As part of an Ameriprise Financial franchise, you’ll join with an independent financial advisor in a financial planning practice helping clients reach their financial goals.
Ameriprise Financial is America’s leader in financial planning,1 with the fourth largest advisor force in the country.2 Ameriprise Financial has been helping people plan for and achieve their dreams for more than 115 years. Today, more than 2 million individual, business and institutional clients3 come to us to help put their dreams more within reach.
Independent financial advisors seek associate financial advisor candidates who currently hold series 7, 63, and series 65 or 66 licenses. Ideal candidates will also hold state life, accident and health insurance licenses. Advanced AAMS®, CRPC®, CFP® and CLU® certifications are a plus.
Associate Financial Advisor
A fast paced, Private Wealth Advisory practice in Honolulu, HI is seeking a highly motivated, detail-oriented Associate Financial Advisor to join their team.
Responsibilities:
- Assist in the design of financial plans and make product recommendations
- Prepare client net worth summaries, retirement cash flow analyses, portfolio proposals, etc.
- Research complex issues related to investments, insurance, taxes, retirement, estate planning, etc.
- Service a client base, process investment and insurance transactions and maintain/service accounts
- Conduct client meetings, closing sales based on recommendations and engage in client acquisition and prospecting activities.
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Requirements:
Requirements:
- Series 7, 66 and life/accident/health licenses required
- Small book of business is preferred
- Very strong attention to details
- Efficient and effective time management skills
- Superior oral and written communication skills
- Strong work ethic and the highest level of professionalism
- Experience Required 2+ Years
For more information, please contact Jim Rosenau at jim.rosenau@ampf.com.
1 Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >® approach is about more than just numbers, it’s both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER™ professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc. as of Dec. 31, 2009.
2 Based on company filings as of March, 2009.
3 Based on company data as of December 31, 2009.
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients. Associate Financial Advisors are not employed by Ameriprise Financial, and are employees of or contract with an Independent Advisor.
© 2010 Ameriprise Financial, Inc. All rights reserved.
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