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Ameriprise Financial Associate Financial Advisor / Client Service in Indianapolis, Indiana

19638BR

Job Description:

Provide superior client experience by following firm service model based upon several criteria. Develop meaningful relationships through regular and consistent client contact. Meet with clients at least annually either face to face or virtually. Provide thoughtful financial planning advice through the practice financial planning process.

Engage clients with professional presentations on solutions that meet the needs of the client through financial planning advisory platform. Needs familiarity and competency in financial planning tools, software, and technology. Ability to manage multiple relationships simultaneously while implementing product solutions that lead to client advisory needs being met and driving revenue for the practice. Provide quality communications both verbally and written in preparation for, during, and after client meetings. Articulate summary of conversations and document in contact management system and other documents for review by client.

Develop centers of influence and deep relationships in the community to represent the practice. Work with lead advisor and other associates to deliver value to clients and prospects.

Job ID:

19638BR

Full-Time / Part-Time:

Full time

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.

Line of Business:

Franchise

Posting Title:

Associate Financial Advisor / Client Service

Responsibilities:

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor

80% Client Service and Financial Planning Implementation

  • Prepare for client meetings by working with advice, service, and operations team

  • Build meaningful relationships with clients by knowing their situation and showing empathy

  • Maintain connection on an on-going basis by making quarterly service calls and other campaigns

  • Demonstrate product and advice knowledge by continuing to study and learn new things

  • Conduct client appointments by following outlined agenda and recommendations as appropriate

  • Demonstrate competency and build trust by providing a referrable experience

  • Acquire new clients through referrals and other marketing activities as supported by the practice

20% Administrative

  • Take notes in meetings and summarize outcome for staff to implement thereafter

  • Document client contacts/calls

  • Complete other tasks/assignments as assigned

Recruiting Location:

Indianapolis, Indiana

Required Qualifications:

Key Traits of Success:

  • Strong organizational and computer skills • Attention to detail and organization

  • Effective communication with clients and other advisors/staff

  • Effective and efficient time management • Polite and clear phone manner

  • Ability to multi-task

  • Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise

  • Ability to support for compliance within the advisor’s practice

  • Positive attitude and sincere willingness to constantly learn and grow

This position requires

  • 3 – 5 years’ experience in the financial services industry.

  • Securities licenses (Series 7, Series 66) preferred, but not necessary.

Job Family Group:

Franchise

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