Ameriprise Financial

Ameriprise Financial Atlanta, GA, USA
May 24, 2019
Full time
Job Description The Client Service Specialist supports high producing advisors. They act as an extension of the advisor's practice, thus requiring excellent client service skills and professionalism. They are involved in the client relationship model, advisor practice support and the client experience. Work as an employee of an independent advisor franchisee with one of the top financial advisory practices of Employer at their Midtown Office located at 825 Juniper Street Atlanta, GA. Responsibilities Assist clients with online experience Responsible for answering phones during regular business hours Greeting clients and prospects Connect with clients via email - mail - online secure document sharing Setting client appointments Managing and tracking client service requests Meeting Preparation Plan Client Events Complete compliance requests Business processing including: Scan checks and documents Order office supplies & brochures Provide practice operational assistance Managing the advisors appointment calendar Scanning documents into paperless office software Logging and tracking of mail and checks Investment transactions Electronic file management/retention Required Qualifications Qualifications: 4 year College Graduate 3 or more years' experience in the financial industry Excellent interpersonal skills to interact effectively with clients Effective proven written and oral communication skills. Strong client service orientation. Ability to function in fast-paced environment and maintain operational quality. Demonstrated ability to handle multiple priorities. Effectively complete tasks in the most efficient and accurate manner. Ability to be team player. Strong organizational skills and detail oriented. Proficient with standard office equipment. Familiar with standard business hardware and software. Master of common business software including Microsoft Word, Outlook, Excel, and Powerpoint Understanding of a financial advisors practice. Able to maintain confidentiality. Demonstrated professionalism. Ability to operate under limited/minimal supervision. Desired Skills and Experience Excellence in organizational skills Multi-tasking Positive Attitude and Responsible Focus on serving others Early adopter to change, thirst to learn new ideas Able to follow established practices and repeatable processes Master in Word and Excel
Ameriprise Financial San Mateo, CA, USA
May 20, 2019
Full time
Job Description Step into an instrumental role. Help conduct the smooth operation of a fast-paced financial planning office. Work as an employee of an independent advisor franchisee with a Barron's Financial Advisory Practice in San Mateo. The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects. 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. Responsibilities FINANCIAL PLANNING & ADVICE/PRODUCT SOLUTIONS Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings Develop portfolio/robust product solution recommendations that will fit the client's risk tolerance and time frame as well as develop appropriate product deliverables. CLIENT CARE/BUSINESS MANAGEMENT Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts. Prepare for client meetings; review and update client information as needed. Attend and participate in client meetings if necessary. Manage and resolve client service problems Execute client requests as related to money movement and trades Draft emails to clients with recommendations from advisor Run insurance illustrations Prepare and submit any necessary paperwork Ensure you remain compliant in all duties by following proper procedures Perform other allowable duties as assigned by the financial advisor(s) Required Qualifications KEY TRAITS OF A SUCCESSFUL PARAPLANNER Direct 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 Employer Ability to support and provide guidance for compliance within the advisor's practice Positive attitude and sincere willingness to constantly learn and grow EDUCATION & OTHER DESIGNATIONS College degree or higher 2+ years of similar experience is a plus Already have or be able to study for and pass exams federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses Annual Salary between $ 60,00 to $ 90,000 depending on industry and firm experience and expertise plus benefits and bonus structure after first six months etc.
Ameriprise Financial San Mateo, CA, USA
May 20, 2019
Full time
Job Description Step into an instrumental role. Help conduct the smooth operation of a fast-paced financial planning office. Work as an employee of an independent advisor franchisee with a Barron's Financial Advisory Practice in San Mateo. The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects. 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. Responsibilities FINANCIAL PLANNING & ADVICE/PRODUCT SOLUTIONS Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings Develop portfolio/robust product solution recommendations that will fit the client's risk tolerance and time frame as well as develop appropriate product deliverables. CLIENT CARE/BUSINESS MANAGEMENT Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts. Prepare for client meetings; review and update client information as needed. Attend and participate in client meetings if necessary. Manage and resolve client service problems Execute client requests as related to money movement and trades Draft emails to clients with recommendations from advisor Run insurance illustrations Prepare and submit any necessary paperwork Ensure you remain compliant in all duties by following proper procedures Perform other allowable duties as assigned by the financial advisor(s) Required Qualifications KEY TRAITS OF A SUCCESSFUL PARAPLANNER Direct 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 Employer Ability to support and provide guidance for compliance within the advisor's practice Positive attitude and sincere willingness to constantly learn and grow EDUCATION & OTHER DESIGNATIONS College degree or higher 2+ years of similar experience is a plus Already have or be able to study for and pass exams federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses Annual Salary between $ 60,00 to $ 90,000 depending on industry and firm experience and expertise plus benefits and bonus structure after first six months etc.
Ameriprise Financial Orland Park, IL, USA
May 20, 2019
Full time
Job Description Financial Advisor Training Program - Orland Park, IL Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results. Responsibilities Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and State Life, Health Insurance and Variable Products lines. Attend and engage in required coaching and training. Build a lead pipeline, complete with personal and professional contacts and new leads. Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications Possess 3+ years of work experience with proven success in your past field(s). Currently reside, or previously resided, in the local area for 3+ years. Have a natural network, of personal and professional contacts, of 200+ people. Showcase a background in building strong relationships and delivering superior client service. Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. Preferred Qualifications Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. Military Veterans and transitioning Professional Athletes encouraged to apply! Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. Outstanding verbal, written and listening communication skills. Willingness and desire to be part of a coaching relationship and peer learning environment. Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field. Associated topics: agent, customer, guest, inside sales, insurance sales, insurance sales agent, sales agent, sales associate, sales representative, sell
Ameriprise Financial Deerfield, IL, USA
May 13, 2019
Full time
Job Description Financial Advisor Training Program - Deerfield, IL Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results. Responsibilities • Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and State Life, Health Insurance and Variable Products lines. • Attend and engage in required coaching and training. • Build a lead pipeline, complete with personal and professional contacts and new leads. • Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. • Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. • Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. • Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. • Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications • Possess 3+ years of work experience with proven success in your past field(s). • Currently reside, or previously resided, in the local area for 3+ years. • Have a natural network, of personal and professional contacts, of 200+ people. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. Preferred Qualifications • Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. • Military Veterans and transitioning Professional Athletes encouraged to apply! • Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. • High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. • Outstanding verbal, written and listening communication skills. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field.
Ameriprise Financial Deerfield, IL, USA
May 12, 2019
Full time
Job DescriptionFinancial Advisor Training Program - Deerfield, ILAre you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and well cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results.Responsibilities Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and State Life, Health Insurance and Variable Products lines. Attend and engage in required coaching and training. Build a lead pipeline, complete with personal and professional contacts and new leads. Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.Required Qualifications Possess 3+ years of work experience with proven success in your past field(s). Currently reside, or previously resided, in the local area for 3+ years. Have a natural network, of personal and professional contacts, of 200+ people. Showcase a background in building strong relationships and delivering superior client service. Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.Preferred Qualifications Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. Military Veterans and transitioning Professional Athletes encouraged to apply! Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. Outstanding verbal, written and listening communication skills. Willingness and desire to be part of a coaching relationship and peer learning environment. Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field.
Ameriprise Financial Conshohocken, PA 19428, USA
May 10, 2019
Full time
Job DescriptionFinancial Advisor Training Program Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and well cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results.Responsibilities Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and State Life, Health Insurance and Variable Products lines. Attend and engage in required coaching and training. Build a lead pipeline, complete with personal and professional contacts and new leads. Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.Required Qualifications Possess 3+ years of work experience with proven success in your past field(s). Currently reside, or previously resided, in the local area for 3+ years. Have a natural network, of personal and professional contacts, of 200+ people. Showcase a background in building strong relationships and delivering superior client service. Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.Preferred Qualifications Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. Military Veterans and transitioning Professional Athletes encouraged to apply! Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. Outstanding verbal, written and listening communication skills. Willingness and desire to be part of a coaching relationship and peer learning environment. Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field.
Ameriprise Financial Orland Park, IL, USA
May 10, 2019
Full time
Job DescriptionFinancial Advisor Training Program - Orland Park, ILAre you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and well cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results.Responsibilities Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and State Life, Health Insurance and Variable Products lines. Attend and engage in required coaching and training. Build a lead pipeline, complete with personal and professional contacts and new leads. Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.Required Qualifications Possess 3+ years of work experience with proven success in your past field(s). Currently reside, or previously resided, in the local area for 3+ years. Have a natural network, of personal and professional contacts, of 200+ people. Showcase a background in building strong relationships and delivering superior client service. Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.Preferred Qualifications Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. Military Veterans and transitioning Professional Athletes encouraged to apply! Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. Outstanding verbal, written and listening communication skills. Willingness and desire to be part of a coaching relationship and peer learning environment. Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field.
Ameriprise Financial Orland Park, IL, USA
May 04, 2019
Full time
Job Description Financial Advisor Training Program - Orland Park, IL Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise financial advisor. We will provide coaching and accountability to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results. Responsibilities • Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and State Life, Health Insurance and Variable Products lines. • Attend and engage in required coaching and training. • Build a lead pipeline, complete with personal and professional contacts and new leads. • Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients. • Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals. • Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals. • Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving their financial goals. • Achieve or exceed program standards. Receive additional compensation opportunities and recognition tied to your results. • Build a book of business as a stand-alone Ameriprise Financial advisor. Explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications • Possess 3+ years of work experience with proven success in your past field(s). • Currently reside, or previously resided, in the local area for 3+ years. • Have a natural network, of personal and professional contacts, of 200+ people. • Showcase a background in building strong relationships and delivering superior client service. • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. Preferred Qualifications • Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience. • Military Veterans and transitioning Professional Athletes encouraged to apply! • Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results. • High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. • Outstanding verbal, written and listening communication skills. • Willingness and desire to be part of a coaching relationship and peer learning environment. • Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field.