Associate Financial Advisor - Client Service Center

Company: Ameriprise Financial
Location: Minnetonka
Posted on: January 4, 2021

Job Description:

Job DescriptionAbout Our Company:With the right company, life can be brilliant. At BlueStem Wealth Partners, 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. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at BlueStem Wealth Partners.Position: Full time, salaried position with bonus potential, responsible for providing financial advice and client relationship support within the Clients Service Center (CSC) at BlueStem Wealth Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC. ResponsibilitiesEssential functions include, but are not limited to the following:Act as an Associate Financial Advisor to clients within existing book of businessIdentify clients to proactively engage or re-engage in financial planning & advice relationshipsConduct regular virtual client check-in meetings to review and update accounts as necessaryPrepare and execute client meeting preparation and follow upWork closely with marketing team to execute digital communication with CSC clientsHas the ability to engage with clients quickly and create a trusted relationship.Is passionate about increasing business results in a compliant and suitable manner.Required QualificationsRequired Knowledge, Skills, Abilities:Work within the guiding principles and core values at BlueStem Wealth Partners, including; transparency, integrity, commitment, competence, love & loyalty.Effective and consistent communication with advisors, operations staff and managementDemonstrated strong level of interpersonal as well as verbal and written communication skillsPositive attitude and sincere willingness to constantly learn and growAbility to adhere to rules and regulations as stated and requiredResults oriented individual who thrives on achieving set goalsEffective and efficient time management, ability to multi-task in a fast-paced environment both within a team and individuallyStrong organizational skills with attention to detailProficiency with MS Office Suite and familiarity with Ameriprise online platforms including; Secure Site,Total View, MoneyGuidePro & Vestmark, is a plusActively contribute to the process efficiency goals with new ideasCompensation commensurate with advisor experiencePreferred QualificationsEducation and Other Designations:Current FINRA Series 7 and 66 licenses in addition to Minnesota State Health, Life and Variable Annuity licenses3 years of financial services industry experience, preferably as financial advisorCollege degree or higherAdvanced industry designation, such as CFP or ChFC is preferredLocation: May be located virtually, at one of our local BlueStem Wealth Partners offices or a combination. Some in-person meetings will be required.About Our CompanyWith the right company, life can Be Brilliant. 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 and we can Be Brilliant together.We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available here.VEVRAA Federal ContractorWe request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.PDN-9234d918-302a-4886-94ec-2aadb9d5980b

Keywords: Ameriprise Financial, Minnetonka , Associate Financial Advisor - Client Service Center, Accounting, Auditing , Minnetonka, Minnesota