Associate Financial Advisor
Posted on: 28 Feb 2021
Mystic, CT
Job Description
We are looking to integrate a fully licensed and motivated financial advisor into our rapidly growing financial planning and wealth management practice.
* You are an individual who is already fully licensed and has at least a small client base. Your role would be to learn our company culture and process, integrate your existing clients into our system, and to take on a servicing relationship for some of our existing clients. Once settled, we also expect you to grow your practice through our well defined referral process.
* This exciting opportunity would lead to potential future ownership opportunities within our practice.
* Significantly higher payouts than industry average are part of an immediate benefit to this role.
* Our practice is nationally recognized for providing a great client experience as well as a great working environment.
* If you are ready to roll up your sleeves and work hard, please reach out to us.
For consideration, you must hold the following active licenses:
* FINRA Series 7
* FINRA Series 66 or 63/65
* CT State Insurance
Additionally, you will be required to obtain the Accredited Portfolio Management Advisor (APMA) designation within 3 months of hire.
Job Type: Full-time
Pay: $60,000.00 - $120,000.00 per year
Ameriprise Financial
Minneapolis, MN
Ameriprise Financial, Inc., through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through five segments: Advice & Wealth Management, Asset Management, Annuities, Protection, and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice, as well as full-service brokerage services primarily to retail clients through its advisors. The Asset Management segment offers investment management and advice, and investment products to retail, high net worth, and institutional clients through unaffiliated third party financial institutions and institutional sales force. Its products also include U.S. mutual funds and their non-U.S. equivalents, exchange-traded funds, variable product funds underlying insurance, and annuity separate accounts; and institutional asset management products, such as traditional asset classes, separately managed accounts, individually managed accounts, collateralized loan obligations, hedge funds, collective funds, and property funds.
The Annuities segment provides variable and fixed annuity products to individual clients through affiliated and unaffiliated advisors, and financial institutions. The Protection segment offers various products to address the protection and risk management needs of retail clients, including life, disability income, and property casualty insurance through advisors and affinity relationships.
The Corporate & Other segment consist of long term care business, net investment income or loss on corporate level assets. The company was formerly known as American Express Financial Corporation and changed its name to Ameriprise Financial, Inc. in September 2005. Ameriprise Financial, Inc. was founded in 1894 and is headquartered in Minneapolis, Minnesota.
-
IndustryBanking/Financial Services
-
No. of Employees14, 000
-
Website
-
Jobs Posted75
