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Associate Financial Advisor

Company: Disability Solutions
Location: Boca Raton
Posted on: November 23, 2022

Job Description:

Job DescriptionStep into an instrumental role with the Adelson Group. This is a great opportunity to join and work for one of the top growing financial planning practices, and work as a team member of an independent advisory team of Ameriprise Financial.The associate financial advisor will work with clients to help them achieve their financial goals. The team's leadership group will lead you as you hone your skills and build a base of clients which you service. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. 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. BenefitsCompetitive salary and incentive programHealth insurance401(k) Retirement Plan - elective deferrals and matching employer contributionsCompany Profit Sharing PlanPaid vacation time and company observed holidaysExcellent training opportunities to increase your knowledge within the industry through our licensing reimbursement program.Professional Career Development Plan - We work with you to identify your desired career path and provide growth opportunities within our practice.Being a part of a team that truly cares for their clients and one another! Team culture and our environment is VERY important to us - honesty, integrity, excellence, supportive, communicative, collaborative, encouraging, engaging and fun! ResponsibilitiesPosition Functions:20%-Marketing and Client Acquisition

  • Develop and implement annual marketing plan to meet client acquisition goals
  • Contact prospects to set up meetings or appointments
  • Coordinate seminars and client appreciation events
  • Leverage natural market to drive new client acquisition
  • Learn and implement client referral program
  • Use network marketing with Center of Influence to drive client acquisition Implement key marketing activities including:
    • Advisor website
    • Social media
    • Online client experience
    • Client and prospect contact
    • Referrals and Networking
    • Seminars and Events
    • Local advertising and media relations 25%-Financial Planning and Advice
      • Identify clients to engage or re-engage in planning relationships
      • Prepare for client meetings focused on planning discussions
      • Gather and enter client data into Naviplan and create planning deliverables
      • Perform case analysis and develop recommendations
      • Conduct and/or participate in client meetings to present recommendations/deliver advice
      • Work with clients to follow-up on actions agreed upon to achieve financial goals
      • Answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts 25%-Product Solutions
        • Assess & recommend portfolio/robust product solution that will fit the client's risk tolerance, goals, & time frame
        • Run illustrations and hypotheticals
        • Develop appropriate product deliverables
        • Work with clients to act upon suitable advice/recommendations
        • Execute appropriate trades to align with proposed portfolio
        • Monitor economy, markets, and world events to determine any required strategic rebalancing
        • Manage wholesaler relationships
        • Conduct transactions on behalf of clients 15%-Business Management & Client Care Business management
          • Review work methods and procedures for quality improvements and efficiencies
          • Participate in daily stand-up and weekly staff meetings
          • Act as a technical resource and provide training and support to other practice members Client care
            • Set up and maintain client management system (i.e., Salesforce)
            • Manage client correspondence and communications
            • Maintain files and records in accordance with the records retention policy Required QualificationsKey traits of a successful associate financial advisor
              • Ability to meet with clients and present planning strategies
              • Ability to source prospective clients
              • High level of interpersonal skills
              • Initiative in business development
              • Entrepreneurial perspective and desire to grow the business
              • Ability to recommend suitable investment products and services
              • Success at planning and managing resources (time, people, budget) to run optimal practice
              • Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise Financial
              • Ability to support and provide guidance for compliance within the advisor's practice
              • Current client database a plusEducation and other designations:
                • College degree or higher
                • 2+ years of similar experience
                • Federal and state licenses and registrations for securities, including Series 7, Series 66, and State life,
                • accident, and health insurance licensesAbout Our CompanyAt 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.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.

Keywords: Disability Solutions, Boca Raton , Associate Financial Advisor, Accounting, Auditing , Boca Raton, Florida

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