CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
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Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.
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 licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines.
Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:
-Develop and execute a robust marketing plan to achieve the practice's client acquisition goals.
-Identify clients to engage or re-engage in financial planning relationships.
-Gather and analyze data and develop financial planning recommendations.
-Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
-Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
-Manage the practice's client service model and consistent execution.
Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.
Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.
Four-year college degree from an accredited institution. High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. Show accountability to your results. Outstanding verbal, written and listening communication skills. Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.