Private Wealth Advisor
ameriprise financial servicesBrooklyn, NY
$60,000 to $500,000
Apply now (opens in a new tab)Private Wealth Advisor
L5
ameriprise financial servicesBrooklyn, NY8 days ago
$60,000 to $500,000
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesCompany Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what’s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences.
Role Summary:
This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs.
Job Responsibilities:
- Business development & Sales· Constructing comprehensive financial plans· Recommending and implementing portfolio solutions· Completing paperwork· CRM management· Marketing initiatives· Obtaining and maintaining proper licensing
Qualifications:
- Ability to be onsite in Midtown Manhattan· Prior experience or college degree· Familiarity of financial markets
Desired Skills:
- Experience holding intelligent and engaging conversations over the phone and email· Financial planning or investment management· Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc.
Compensation:
Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income.
Location: Onsite in midtown Manhattan.
Working Conditions: Collaborative office space with 20+ employees.
Benefits and Perks:
Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.
Apply now (opens in a new tab)
Level
SeniorL5
Salary
$60,000 to $500,000
Location
Brooklyn, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
8 days ago
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