Ameriprise Financial

Ameriprise Financial Minneapolis, MN, USA
Mar 18, 2019
Full time
Job Description We are looking for site reliability engineer to solve problems and find root-cause for enterprise incident with respect to customer facing websites. You will be responsible to understand the various sections of the website, tie them back to backend technology and find problems and work with teams to fix the issues. You will be part of a talented team of engineers that demonstrate superb technical competency, delivering mission critical infrastructure and ensuring the highest levels of availability, performance and security. Qualified systems engineers will have a background in IT, computer systems engineering, or systems engineering and analysis. Responsibilities - Participate in tealeaf regional Implementation ongoing optimization, Tealeaf and train other tech resources in our team. - Provide technical expertise to aid in application enhancements. - Manage business expectation like budgeting, forecasting, planning, strategizing, and executing complex business plans. - Needs expert Tealeaf knowledge ( Like Tealeaf CX, cxImpact, cxMobile, cxView, cXReveal ,cxverify and cxConnect etc.,) - Managing the Tealeaf VA release and fixes ( CAP /RE) - Manage the Core Tealeaf product and provided requirements and guidance for major/minor releases - Review the utilization of the production systems and systems in test, and propose architectural and operational changes to the Tealeaf environment - Diagnose issues and implement configuration changes. - Own software Installation and Maintenance - Needs to debugging knowledge in Tealeaf - Needs to prioritize business required Level 1 Reporting and Data Analysis - Own UAT and PROD Environment Installation and Maintenance - Own the debug and fix problems in production environments and duly document and follow-up on permanent fixes with the technical teams - Patch releases schedule and implementation (both IBM/ Glassbox ) twice a year - Needs to own customer issue and debug /fix problems in production environments or report to IBM to find a resolution - Write and approve data architecture & the technical design imitative for the current / ongoing releases - Will also own the solution architect for Tealeaf Customer Experience Management (Analytics, Best Practices, Training, Software Implementation, Hardware Implementation, Diagnostics). - Will need to work with of the IBM's Tealeaf replay team - helped lead a team of replay specialists and helped manage product enhancements for replay - Needs to manage customer escalations - helping understand the customers' issues, getting the right resources involved, and following up to help them resolve their issues - Will also own the future SOW with the IBM vendor and set an expectation with Client customers. - Relative experience in Data analytics/Business Intelligence area, during which professional capabilities have been clearly demonstrated. - Industry/domain skills: * Expertise in financial domain industry will be preferred - Technical skills: * Experience in IBM Tealeaf and understanding of Customer Experience (CX) technologies * Extensive expertise in any industry standard Data Analytics / Customer Experience Management tool and related technical platforms * Experience in Incident/Change/Problem Management Tool like Service Now/ any other service management tool. * Strong understanding of Data Security and Privacy technologies. Required Qualifications - Bachelor s degree in Computer Science, Engineering, or related field; or equivalent work experience. - 5-7 years of relevant experience. - 5-7+ years of experience coding and/or designing in relevant programming languages (specific required languages will vary by position). - 5+ years of practical experience and proven success with the design and build of complex software applications. - Demonstrated experience coding and/or designing in multiple environments. Preferred Qualifications - General business skills (Preferred): - Experience in any industry standard APM solutions such as Dynatrace, Gomez or AppDynamics are preferred. - Experience in any log mining tool such as Splunk , Sumologic , ArcSight etc are preferred. - Extensive experience interacting with C-level executives. - Excellent written, verbal communication skills and presentation skills. - Proven ability to complete projects and achieve results in an ambiguous work environment. - Proven strong technical and Engineering skills within the project team and in the business community. - Proven ability to build and motivate a team achieve well communicated expectations. - Proven skills to work effectively across internal functional areas in ambiguous situations. - A solid understanding of data security and privacy laws - A solid understanding of CX best practices are preferred.
Ameriprise Financial Minneapolis, MN, USA
Mar 18, 2019
Full time
Job Description Responsible for completing financial reports for Ameriprise Certificate Company, Ameriprise Trust Company, and Ameriprise Financial and its affiliates in a timely, accurate, and quality manner. Responsibilities Prepare internal and external financial reports for Ameriprise Certificate Company, Ameriprise Trust Company, and Ameriprise Financial and its affiliates. The reports for Ameriprise Certificate Company primarily include Forms 10-Q/K, financial statements, capital requirements, and variance analysis. The reports for Ameriprise Trust Company primarily include Call Reports, financial statements, variance analysis, capital requirements, and board reporting. The reports for Ameriprise Financial and its affiliates primarily include government surveys and Form 17-H. Prepare workpaper documentation and ensure disclosures are in compliance with U.S. Generally Accepted Accounting Principles (\"U.S. GAAP\"), Securities and Exchange Commission, U.S. Department of Commerce, statutory, or other applicable requirements. Maintain effective internal controls over financial reporting. Provide supporting workpapers and other request items to external and internal auditors and regulators to complete audits in a timely manner. Monitor changes in accounting guidance and new transactions/events and work with leader and business partners to update disclosures in a timely manner. Prepare impact analysis and assist in drafting accounting memos for regulatory, management and/or board reporting. Assist with ad-hoc projects, such as creating and maintaining PeopleSoft nVision reports, financial statement variance analysis, and review of peer company disclosures. Required Qualifications Bachelor's degree in accounting. 3-5 years of applicable experience. Strong attention to detail. Proficiency with Microsoft Office applications (Word and Excel). Excellent written and oral communication skills. Ability to multi-task in a fast-paced deadline-driven environment. Preferred Qualifications CPA license. Experience with PeopleSoft General Ledger (e.g., account queries and nVision reports). Experience with Wdesk (e.g., prepare and file SEC reports). Strong U.S. GAAP knowledge. Big 4 audit or similar experience. Associated topics: broker dealer, dow jones, financial, fund, ira, invest, investor, market, security, trader
Ameriprise Financial Woodland Hills, Los Angeles, CA, USA
Mar 18, 2019
Full time
Job Description Assigned to the employee advisor or branch, utilize the client relationship model & turnkey tools to assist advisors in servicing clients by gathering & analyzing client data, help prepare financial plans, work with clients, process transactions & trades for clients & other practice management tasks as needed. Provide general administrative/reception/operations support as needed in the branch. Responsibilities Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions. Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agenda and summary of meetings, escort clients to advisor and provide necessary follow-up. Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers. Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement. Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts. Required Qualifications Bachelors degree or equivalent 3 - 5 years Relevant Experience Required Series 7 or ability to obtain within 150 days State securities agent registration (S63 or S66) or ability to obtain within 150 days State IAR registration (S65 or S66) or ability to obtain within 150 days Life, Accident, and Health licenses or ability to obtain within 150 days Experience working in a client service environment. Detail orientated, strong math, and analytical skills. Good organization and time management skills. Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision. Able to communicate with all levels within the organization. Process oriented and can work with a team. Strong computer and software skills.
Ameriprise Financial Minneapolis, MN, USA
Mar 18, 2019
Full time
Job Description The Quality Assurance Engineer is strong on Testing processes and standards. The candidate is responsible for leading the projects from quality organization, developing test strategy to ensure the timely delivery of high quality technology projects. The Quality Assurance analyst works as part of a larger project team with both the business partners and technology teams to ensure that test plans include both functional and non-functional requirements. The candidate will work with other quality engineers to probe on methodology, correctness and effectiveness of the test executed and guide the technology teams and business partners. The candidate should have a proven automation experience which will help to apply automation best practices and should be having an experience working on Agile Scrum and/or Kanban methodology. Responsibilities Major areas of accountability: Manage financials & forecasts, define the test strategy and approach. Design test cases/ scenarios, Define test data characteristics giving optimal coverage, write test automation scripts and document expected test results and publish QA metrics. Test Execution could be Functional testing for Web portals, API Services, Databases. Have worked in Agile environment and also in the onshore-offshore model to have synergies with offshore members through regular discussions and effectively utilizing the offshore and onshore team. Hands-on Java programming, Automation Scripting, White box testing experience in JAVA & TestNG/ jUnit Capable of scripting with HP UFT (Lean FT), Selenium or similar software test automation framework Experience in building and executing automated and performance tests for REST based services. API Functional testing preferably via API Rest assured on Serenity BDD framework Experience with Agile Methodologies, Tools (JIRA, HP ALM, Confluence) Good experience in Test data management and associated techniques. Preferred experience on CA Test Data Manager or Optim Good experience working on Service Virtualization preferably through Wiremock or CA Dev Test (aka CA Lisa). Hands-on experience working with databases Oracle, MySQL & MongoDB Experience testing software at API level using SOA suite, SOAP UI, PostMan, REST Client etc. Effectively manage and execute the testing process to validate that all functional and non-functional requirements are met. Provide consistent and timely test execution status reporting. Manage and actively participate in the test defect resolution process; provide defect descriptions, root cause, scope, risks and impact of a problem and facilitating defect reviews. Translate business partner needs in to functionally sound test plans. Analyze and understand industry testing and compliance requirements in addition to specific business partner requests and needs. Participate in business requirements discussions, design sessions and functional specification reviews with the technology teams and business partners. Ensure that test plans adequately test the functionality, interfaces, performance, and data integrity of the project. Maintain an up-to-date knowledge of current quality assurance principles, testing tools, processes, quality control methodologies and other technology advances. Clearly able to articulate the progress on automation, publish the metrics on regular basis and drive attention on the automation activities to the senior leadership. Showcase improvement in the testing effectiveness through automation solutions. Capable of proposing the solutions to the tool product owners for them to enhance the existing tool features. Strong QA experience in the past to actively be a part of Test team as part of any of the projects. Provide feedback to technology teams and business partners on design and usability improvements. Validate all product fixes and escalate issues that may affect the schedule, budget or quality of the product or testing process. Analyze and understand industry testing and compliance requirements in addition to specific business partner requests and needs provide innovative automation solutions to the business to improve their productivity. Actively involved in understanding the observations from Quality control tools like Sonarqube, Veracode security scan and other mandated code scans. Required Qualifications Bachelor s degree in Computer Science, or related technical field; or equivalent work experience. 3-5 years of relevant experience. 3+ years of software development experience with emphasis in quality assurance testing methodologies or business systems analysis. Effective written and verbal communication skills. Demonstrated experience using version control systems and automated testing tools and using scripting languages. Familiarity with the Software Development Life Cycle (SDLC) concepts. Skilled knowledge in testing concepts, tools and methodologies working in a highly regulated environment/industry. Excellent problem-solving skills and attention to detail. Preferred Qualifications Certifications preferred: CSTA, CSTE, CTM. Experience working closely with developers, business systems analysts and business partners to understand test success measures. Experience in context-based, exploratory or scenario testing. Quality Assurance testing experience within the Financial Services industry (i.e. broker-dealer, advisor distribution asset management, insurance, etc.). Associated topics: automation, prevention, quality, quality assurance, quality assurance analyst, software quality, software quality assurance, software quality engineer, test, test engineer
Ameriprise Financial Frisco, TX, USA
Mar 17, 2019
Job Description Step into an instrumental role. Help conduct the smooth operation of a fast-paced?and friendly?financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. 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 such as organizing a client seminar. Responsibilities Position functions: Business management Work with home office to ensure accurate account setup and resolve issues Answer questions and provide readily available information to clients Maintain files and records Provide insight on effective use of key tools (website, social media, email, etc.) Client Care Set up and maintain client management system Write letters to clients and administer client appreciation events and seminars Attend and participate in client meetings as necessary Conduct transaction requests as directed Receive and administer communications to/from clients and prospects to schedule appointments or refer to advisor Key traits of a successful Client Service Associate/Manager: Effective communication with clients, advisors and staff Strong computer and phone skills Efficient time management, attention to detail, organization, and multi-tasking skills Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial Ability to support and provide guidance for compliance Positive attitude and sincere willingness to continually learn and grow Required Qualifications Descriptions from former employees of tasks Upload incoming and outgoing correspondence monthly to BN Upload prospectus log monthly to BN Billing ? create & send invoices. Track payments Assist with taxes (scan docs, send organizers, email out returns, email quarterly tax reminders, track 8879s) Update outstanding option values each Monday Update UPS option prices each Monday Trading & keep trading spreadsheets up to date Check mail (give Larry any bills) Email distribution confirmations Social media post ? FB, LinkedIn, Twitter ? 1st of month put the newsletter on the website and then post a link back to it to all three social media accounts. 15th of the month post a news article from approved article on BN marketing site Move money request Open new accounts and prep paperwork Submit ACATs Deposit checks for SLA and LPL and upload copy to BN Create performance spreadsheets for underlying annuity investments Run Riskalyze reports Collect structured product marketing material from First Trust and create folders Meet with wholesalers who have products we may use Run JPM Efficiente Index performance monthly and send to CD holders based on their purchase date Verify enough cash for distribution 2 weeks before they are scheduled to go out Buy coffee, creamer, sweeteners, water, cokes, candy Order office supplies through Staples Order mailing supplies (FedEx, UPS, USPS) Change Keurig & Brita filters every 3 months F450 Advisory Review forms after meetings ? fill out and submit to BN F456 information release forms ? fill out and submit to BN Send birthday cards ? Prep them one month in advance Roles and Tasks Operations support and back up full time assistant Compliance approvals through Compliance Maxx Contact clients for meeting scheduling Remind clients the week before a meeting via email or phone Assist with scanning documents and organizing shared files Maintain Redtail contact information and notes per client Move money requests as needed Upload documents and follow up on LPL processing Monthly emailed newsletter on Forefield Maintain client contact list on Forefield Compliance approval for distribution when needed. Life/LTC/DI Insurance Quotes from LPL and third party vendors Property and Casualty quotes from third party contact- Brad Moore (Moore Ins Group) Assist with Social Media post Prepare review meeting documents Email client for updates on financial plan information Agendas Performance Reports Investment Summary Financial Plan documents Riskalyze Reports for meetings and second opinions Annuity investment review information During and Follow up on review meetings Take notes during meetings Follow up email to clients Confirm full time admin has traded new deposits, etc. Save notes from meeting in Redtail and Shared folder Follow up on any to do items after the meeting Event Planning, Prep, and compliance approvals General Calls to check in on clients and give updates Anaya Performance Reports ? save in Vault and email client that it is there Glen Smith Account value emails each quarter- saved in the Smith shared folder under Investments Update outside business spreadsheet when needed Call insurance companies for updated policy values and illustrations Education and Other Designations: College degree or higher 3+ years of similar experience Already have federal/state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses
Ameriprise Financial St. Petersburg, FL, USA
Mar 12, 2019
Full time
Job DescriptionFinancial Advisor Training Program - St. Petersburg, FLAre 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 Deerfield, IL, USA
Mar 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 Clearwater, FL, USA
Mar 12, 2019
Full time
Job DescriptionFinancial Advisor Training Program - Clearwater, FLAre 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 Vancouver, WA, USA
Mar 12, 2019
Full time
Job DescriptionFinancial Advisor Training Program - Vancouver, WAAre 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.