Available Openings: 2
Job Title: Financial Advisor
: Targeted Career Changer
Job ID: 82555
Location: Birmingham, AL
Business Unit: The Personal Advisors Group
Full/Part Time: Full:Time
Eligible for Relocation: N
Travel Percentage: None
SERIES63 / SERIES65 / SERIES66 / SERIES7
Are you an accomplished professional looking for a change?
We are searching for highly skilled professionals looking to use the skills they've acquired throughout their career to strengthen the financial future of their community one person at a time. The Targeted Career Changer program is the Premier Training System in the industry, and was designed to help high achievers build a Financial Planning practice with Ameriprise. This program provides a strong base salary, along with bonus opportunity, and a generous benefits package. In addition we integrate a unique 27 month training program that leverages your prior skills and experience, in partnership with a successful team.
Ameriprise is a leader in the financial service industry (1), in business for over 117 years, the largest financial planning company in the U.S; we've never taken a bailout, and have helped generations achieve their dreams.
Ameriprise Financial is an equal opportunity employer.
?1; Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP(R) professionals documented by the Certified Financial Planner Board of Standards, Inc.
?2; BusinessWeek magazine, September 4, 2008.
?3; DALBAR Financial Intermediary Post:Sale Service Award 2007.
The AAG Financial Advisor exists to develop an ongoing financial planning relationship with clients focused on accomplishing the clients goals. Using the 6 Key Advisor Tasks: 1) generate leads; 2) schedule/set meetings with current clients and prospects; 3) conduct meetings with clients/potential clients; 4) analyze data (clients, investments, protection options); 5) propose a strategy/solution to solve for client needs or resource gaps and 6) provide ongoing service of clients needs.
Schedule and hold meetings with both potential and existing clients in order capture the clients goals. Develop strategies to achieve required goals. Document in written plan to track progress against goals, quarterly. Work with clients to implement agreed upon strategies including but not limited to the following areas: protection, taxes, investments, cash and liabilities, in order
to accomplish the clients financial goals.
Generate leads through various methods. Such as natural market, referrals, local seminars, workplace partnerships, advertising, networking groups and web based marketing venues.
Leverage regular meetings (on the phone and in person) to track the clients progress vs. goal and when appropriate reallocate resource