Associate Financial Advisor - Client Service Center
Company: Ameriprise Financial
Location: Minnetonka
Posted on: January 4, 2021
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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
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