Company: Ameriprise Financial
Posted on: September 23, 2019
Job DescriptionFinancial Advisor Training Program - Tampa, FL
Are you seeking a new career, with the entrepreneurial freedom to
build your own book of business and create unlimited compensation
opportunities based on your results? As an Ameriprise Financial
advisor, you'll help shape your clients' financial futures. It's a
tremendous responsibility, but you won't go it alone. You'll have
access to extensive, in-person training taught by local leaders,
alongside your peers. At Ameriprise Financial, our local,
experienced leaders will coach and develop you over three years to
build a book of business and embark on a long-term career as an
Ameriprise financial advisor. We will provide coaching and
accountability to help you obtain your required
licenses/credentials, and we ll cover your licensing and training
costs. In addition, we offer a competitive, starting base salary
plus uncapped monthly bonus opportunities and a full employee
benefits package. As you advance in your training curriculum, you
will be paid commissions against your results.Responsibilities
Obtain your required licenses/credentials within 150 days of hire:
FINRA Series 7; State Securities (Series 63 or Series 66); State
IAR (Series 65 or Series 66), and State Life, Health Insurance and
Variable Products lines.
Attend and engage in required coaching and training.
Build a lead pipeline, complete with personal and professional
contacts and new leads.
Develop and execute a robust marketing plan to generate a high
volume of new leads, maintain your lead volume and, ultimately,
acquire new clients.
Generate new leads by attending local tradeshows and events,
hosting seminars, joining networking groups, utilizing online
marketing venues, cold-calling and asking for referrals.
Schedule and conduct financial planning and advice meetings with
prospects. Acquire clients by adopting and executing proven sales
scripts and achieving weekly conversion goals.
Develop a solid service model to provide ongoing relationships with
your clients, recommending solutions and helping them to stay
on-track to achieving their financial goals.
Achieve or exceed program standards. Receive additional
compensation opportunities and recognition tied to your
Build a book of business as a stand-alone Ameriprise Financial
advisor. Explore teaming opportunities with seasoned financial
advisors as you achieve program standards and advance in your
Follow high standards of business and professional ethics and legal
and regulatory requirements when serving clients and prospects and
performing all work-related activities.Required Qualifications
Possess 3+ years of work experience with proven success in your
Currently reside, or previously resided, in the local area for 3+
Have a natural network, of personal and professional contacts, of
Showcase a background in building strong relationships and
delivering superior client service.
Cannot have been a financial advisor soliciting securities-based
business or have a securities-based book of clients in the past
Legally authorized to work in the U.S. and does not now or in the
future require sponsorship for visa status.Preferred Qualifications
Four-year college degree from an accredited institution with
focused studies within: Sales, Business Development, Entrepreneur,
Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts,
Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk,
Education; or equivalent experience.
Military Veterans and transitioning Professional Athletes
encouraged to apply!
Demonstrate entrepreneurial spirit/desire to manage your own
business and be accountable to your results.
High level of confidence, perseverance and a strong desire to
succeed in a goal-oriented environment.
Outstanding verbal, written and listening communication skills.
Willingness and desire to be part of a coaching relationship and
peer learning environment.
Prior profession within: Community Leader Consultant Fundraiser
Manager Teacher Professor; or comparable field. Associated topics:
agent, broker, client, guest, insurance sales, insurance sales
agent, sales, sales agent, sales professional, sell
Keywords: Ameriprise Financial, Port Charlotte , Financial Advisor, Accounting, Auditing , Tampa, Florida
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