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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.
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
Take notes in meetings and summarize outcome for staff to implement thereafter
Document client contacts/calls
Complete other tasks/assignments as assigned
Key Traits of Success:
Strong organizational and computer skills â€¢ Attention to detail and organization
Effective communication with clients and other advisors/staff
Effective and efficient time management â€¢ 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.