Financial Advisor

Job Description: Financial Advisor

Come join Gratium Wealth Planning, a Top Ameriprise Private Wealth Advisory Practice and Forbes Best-in-State Wealth Advisory. We are committed to helping our clients achieve Financial Freedom - empowering them to give generously of their time, talents, and resources to things that matter most.

Desired Candidate
A motivated individual to work as a Financial Advisor with a primary focus on servicing existing clients and marketing to acquire new target market financial planning clients.

Financial Advisor with the ability to execute on the following:

· Demonstrate a desire to succeed in a goal-oriented environment; focused on exceeding goals

· A developed marketing strategy, with actionable tactics, to generate and qualify new leads

· Build deep, meaningful relationships with clients and execute a service model to provide solutions that support their financial goals

· Schedule and conduct Comprehensive Financial planning and advice meetings with clients and new prospects

· Build/maintain Strategic Alliances and a robust network of Centers of Influence to provide personalized service to clients and referrals for opportunities

· Review and interpret financial statements

· Assist in various projects including portfolio reviews and preparing financial projections

· Participate in all aspects of preparing for client meeting activities including data gathering, preparing agendas, assisting with client paperwork and asset allocations

· Be responsible for post-meeting activities including meeting summaries, financial situation analysis, coordination of plan implementation with outside professionals

· Participate in seminars and client appreciation events

· Handle unsolicited calls from prospects to schedule appointments

· Understand and utilize client relationship management system

· Utilize and understand unique tools and processes available

· Manage and resolve complex client service issues

· Read, analyze, and interpret general business periodicals and professional journals

· Demonstrate excellent verbal and written communication skills both with clients and team members

Advisors in the Ameriprise Franchise Group receive:

• Equity ownership opportunities
• The ability to leverage a respected national brand and proven turnkey marketing programs
• Office branding assistance
• Local and national support, including accessible leaders and an extended group of internal specialists (some available at an additional cost)
• Peer-to-peer mentoring, plus training coaching, including CFP® certification support

Licensure Requirements

FINRA Series 7, 66 (63 and 65 equivalent), Life/Annuity Licenses

Preferred Qualifications

· Have a network of personal and professional contacts within the local area that you may engage for new business opportunities

· CFP and/or other Professional Designations

· Bachelor’s degree from Four-year college or university

· Advanced degrees or designations in related disciplines

About Our Company

With the right company, life can Be Brilliant®. At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial and we can Be Brilliant® together.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Job Type: Full-time

Pay: From $80,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• Office
• Remote

Experience:

• Financial Industry: 3 years (Preferred)

License/Certification:

• Series 7 (Required)
• Series 66 (or 63 and 65) (Preferred)
• Life/Variable Annuity License (Preferred)

Work Location: Remote