Intern in Finance & Controlling at GreenPocket GmbH, a startup focused on smart energy management. Involves financial analysis and reporting tasks in a dynamic environment.
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Hybrid Financial Advisor Associate
Posted 10 hours ago
About the role
- Financial Advisor Associate working with seasoned financial advisors at Ameriprise Financial to develop client relationships and assist in financial planning. Focused on acquiring necessary licenses and delivering exceptional service.
Responsibilities
- Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals.
- Build a pipeline, complete with personal and professional contacts and new leads.
- Obtain your required licenses/credentials within 150 days of hire.
- Attend and engage in licensing coaching, as required.
- Be accountable for making progress within the program’s licensing and appointment preparation timelines.
- Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
- Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
- Provide support to clients and prospects by serving them holistically and/or specializing in products or services.
- Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
- Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.
Requirements
- Four-year college degree from an accredited institution.
- High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
- Show accountability to your results.
- Outstanding verbal, written and listening communication skills.
- Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.
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