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Associate Financial Advisor
Location:
Boca Raton, FL
Description:
Step into an instrumental role with the Adelson Group. This is a great opportunity to join and work for one of the top growing financial planning practices, and work as a team member of an independent advisory team of Ameriprise Financial.The associate financial advisor will work with clients to help them achieve their financial goals. The team's leadership group will lead you as you hone your skills and 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 the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.This Job is On-Site. Position Functions: Marketing and Client Acquisition * Develop and implement annual marketing plan to meet client acquisition goals Contact prospects to set up meetings or appointmentsCoordinate seminars and client appreciation eventsLeverage natural market to drive new client acquisitionLearn and implement client referral programUse network marketing with Center of Influence to drive client acquisition * Implement key marketing activities including: Advisor websiteSocial mediaOnline client experienceClient and prospect contactReferrals and NetworkingSeminars and EventsLocal advertising and media relations Financial Planning and Advice Identify clients to engage or re-engage in planning relationshipsPrepare for client meetings focused on planning discussionsGather and enter client data into Naviplan and create planning deliverablesPerform case analysis and develop recommendationsConduct and/or participate in client meetings to present recommendations/deliver adviceWork with clients to follow-up on actions agreed upon to achieve financial goalsAnswer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts Product Solutions Assess & recommend portfolio/robust product solution that will fit the client's risk tolerance, goals, & time frameRun illustrations and hypotheticalsDevelop appropriate product deliverablesWork with clients to act upon suitable advice/recommendationsExecute appropriate trades to align with proposed portfolioMonitor economy, markets, and world events to determine any required strategic rebalancingManage wholesaler relationshipsConduct transactions on behalf of clients Business Management & Client Care * Business management Review work methods and procedures for quality improvements and efficienciesParticipate in daily stand-up and weekly team meetingsAct as a technical resource and provide training and support to other practice members * Client care Set up and maintain client relationship management system (i.e., Salesforce)Manage client correspondence and communicationsMaintain files and records in accordance with the records retention policy Key traits of a successful associate financial advisor Ability to meet with clients and present planning strategiesAbility to source prospective clientsHigh level of interpersonal skillsInitiative in business developmentEntrepreneurial perspective and desire to grow the businessAbility to recommend suitable investment products and servicesSuccess at planning and managing resources (time, people, budget) to run optimal practiceAbility to adhere to rules and regulations as stated and required by advisor and Ameriprise FinancialAbility to support and provide guidance for compliance within the advisor's practiceCurrent client database a plus Education and other designations: College degree or higher2+ years of similar experienceFederal and state licenses and registrations for securities, including Series 7, Series 66, and State life,accident, and health insurance licenses Benefits Competitive salary and incentive programHealth insurance401(k) Retirement Plan - elective deferrals and matching employer contributionsCompany Profit Sharing PlanPaid vacation time and company observed holidaysExcellent training opportunities to increase your knowledge within the industry through our licensing reimbursement program.Professional Career Development Plan - We work with you to identify your desired career path and provide growth opportunities within our practice.Being a part of a team that truly cares for their clients and one another! Team culture and our environment is VERY important to us - honesty, integrity, excellence, supportive, communicative, collaborative, encouraging, engaging and fun! About Adelson Group Adelson Group is an independent financial advisory team and a private wealth advisory practice of Ameriprise Financial Services, LLC. We are one of the top growing financial planning practices, and one of the top teams in the company. We are proud to share that Adelson Group has been named to the 2023 & 2024 Forbes Best-in-State Wealth Management Teams list and the president has been named a Forbes Best-in-State Wealth Advisor for 2021-2023, and Forbes Top Next Generation Wealth Advisor for 2018 - 2023 awarded to advisors who provide clients with a high-quality experience and lead the way in the industry. With 10 advisors who care for their staff and their clients, we use outstanding client service and personalized, comprehensive financial advice, to work with our clients passionately to help them plan to achieve their goals so they can experience more confidence now and throughout retirement.At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.This position is with an Ameriprise Financial Franchise owner.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time PDN-9bbd3c76-540e-4c4b-8c42-cb454faa68b4
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More About this Listing: Associate Financial Advisor
Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at Ameriprise Financial located in Boca Raton FL. Find other listings like Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at Ameriprise Financial located in Boca Raton FL. Find other listings like Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.