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00015 Ameriprise Financial Services, LLC.
P1 Advisor Non-Exempt
Entry-Level JobVerifiedNo experience needed
Career Insights for Personal Financial Advisor (General)
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Based on Illinois data
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$109,787 / year median in Illinois
+3% projected growth
Job Description
About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses
- Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.
- FINRA Series 7
- Active State Securities Agent Registration (S63 or S66)
- Active IAR Registration (S65 or S66) and
- State Life, Health Insurance and Variable Products lines.
Specialized responsibilities may include:
- Develop and execute a robust marketing plan to achieve the practice's client acquisition goals.
- Identify clients to engage or re-engage in financial planning relationships.
- Gather and analyze data and develop financial planning recommendations.
- Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients.
- Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
- Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
- Manage the practice's client service model and consistent execution.
- 31,200 Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group Ameriprise Financial is an equal opportunity employer.