Financial Advisor in Training
- Employer
- Ameriprise Financial
- Location
- Minneapolis
- Salary
- Competitive
View more
- Industry
- Financial Services and Banking
- Role
- Other
- Job Type
- Long-Term
- Hours
- Full Time
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Job Description
Are you looking for an opportunity that can help jump start your career in financial services? Our Financial Advisor in Training is an novice position intended for those who want to join a team environment that is focused on helping clients achieve their financial goals through the Confident Retirement approach.
A Financial Advisor in Training is an integral part of the Ameriprise Advisor Center and is responsible making outbound to schedule client appointments for our financial advisor teams while studying to obtain the Series 7, Series 66 and state insurance licenses. Once you obtain these licensing you can advance into an advisor role within the Ameriprise Advisor Center.
With our leadership team supporting you, you'll learn how to provide a first-in-class experience for our clients while contributing to the goals of the broader team. Additionally, we take pride in supporting our employees' career aspirations and once you're here, we'll help you along the way to reach your full potential!
Apply today to get started on creating your Brilliant future with Ameriprise Financial!
Responsibilities
The AAC advising team is responsible for interacting with current and prospective clients via telephone. Through these interactions, the AAC builds deep and meaningful relationships that will result in the retention of existing and acquisition of new clients. As the relationship is established, our advising team recommends and sells products and services to help our clients maximize their financial resources to meet their financial goals. The AAC offers a comprehensive, team-based selling atmosphere.
Required Qualifications
- High School diploma or equivalent.
- Excellent interpersonal, listening and communication skills.
- Ability and attitude to thrive in a high-paced, metric driven environment.
- Ability to generate high quality leads through phone based relationships.
Preferred Qualifications
- Post Secondary Degree with emphasis in Financial Planning, Finance, Economics, Entrepreneurship, Sales or Business.
- Previous Wealth Management or Financial Services Internship experience
- Previous sales experience.
- Ability to overcome rejection, learn a complex business, and have the self-discipline to focus on activities that will drive results.
Are you looking for an opportunity that can help jump start your career in financial services? Our Financial Advisor in Training is an novice position intended for those who want to join a team environment that is focused on helping clients achieve their financial goals through the Confident Retirement approach.
A Financial Advisor in Training is an integral part of the Ameriprise Advisor Center and is responsible making outbound to schedule client appointments for our financial advisor teams while studying to obtain the Series 7, Series 66 and state insurance licenses. Once you obtain these licensing you can advance into an advisor role within the Ameriprise Advisor Center.
With our leadership team supporting you, you'll learn how to provide a first-in-class experience for our clients while contributing to the goals of the broader team. Additionally, we take pride in supporting our employees' career aspirations and once you're here, we'll help you along the way to reach your full potential!
Apply today to get started on creating your Brilliant future with Ameriprise Financial!
Responsibilities
The AAC advising team is responsible for interacting with current and prospective clients via telephone. Through these interactions, the AAC builds deep and meaningful relationships that will result in the retention of existing and acquisition of new clients. As the relationship is established, our advising team recommends and sells products and services to help our clients maximize their financial resources to meet their financial goals. The AAC offers a comprehensive, team-based selling atmosphere.
Required Qualifications
- High School diploma or equivalent.
- Excellent interpersonal, listening and communication skills.
- Ability and attitude to thrive in a high-paced, metric driven environment.
- Ability to generate high quality leads through phone based relationships.
Preferred Qualifications
- Post Secondary Degree with emphasis in Financial Planning, Finance, Economics, Entrepreneurship, Sales or Business.
- Previous Wealth Management or Financial Services Internship experience
- Previous sales experience.
- Ability to overcome rejection, learn a complex business, and have the self-discipline to focus on activities that will drive results.
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