Full-time, on-site, salaried position for fully licensed individual. Duties include trades, scheduling, client service, paperwork, case work, and general office work. ???Must be fully licensed with Series 7, 66 (or 63 and 65) and Texas life insurance licenses ???Option to transition to advisor roll, if desired
Job Duties include but not limited to:
Be comfortable calling clients, prospects, and our home office.
Take ownership of tasks; follow up and develop solutions with minimal oversight.
Take notes during advisor/client meetings and follow through with action items.
Be versed in the general process for annuity, life, disability, and LTC applications and the estate settlement process.
Stay up to date with general financial planning and investment tools.
Complete financial plans, including acquiring needed data directly from the client.
Work with home office to ensure accurate account setup and resolve issues.
Answer client questions and complete service requests.
Perform other duties as assigned by the financial advisor and paraplanner.
Call clients or prospects to set up meetings or appointments.
Conduct transaction requests as directed by financial advisor or paraplanner.
Coordinate client appreciation events and seminars.
Fully licensed with Series 7, 66 (or 63 and 65) and Texas life insurance licenses
Organized, self-motivated, and detail oriented while also being problem solving and solutions oriented
Ability to support and provide guidance for compliance within our practice
Positive attitude and sincere willingness to constantly learn and grow
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.
This position is with an Ameriprise Financial Franchise owner.
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.