Associate Financial Advisor
Oxford Ms
Associate Financial Advisor
Full Time • Oxford Ms
Benefits:
- Bonus based on performance
- Opportunity for advancement
- Training & development
- Wellness resources
Benefits/Perks
- Careers Advancement Opportunities
- Flexible Scheduling
- Competitive Compensation
Job Summary
We are seeking an Associate Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market’s financial data, has excellent communication and presentation skills, and is ready to build a successful career in financial guidance.
Responsibilities
- Gather information to understand each client’s overall financial situation and needs and create individualized financial plans
- Make recommendations around a variety of financial products and services
- Network and develop relationships to create a strong client base
- Seek out opportunities to make presentations, provide education, and sell services
- Maintain up-to-date knowledge of the market and industry trends
- Embrace a willingness to learn and grow as a professional through continuing education, seminars, and other training opportunities
Qualifications
- Bachelor’s degree in finance or a related field
- Previous experience as a Financial Advisor or related position
- Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)
- Understanding of the market’s financial data
- Ability to provide reliable, data-based financial advice
- Ability to explain complex financial information in simple terms
- Experience with a variety of software applications, including Microsoft Office, Excel, financial planning software, and customer relationship management software
- Excellent negotiation, communication, and presentation skills
Compensation: $92,000.00 - $110,000.00 per year
Career opportunities
Achieve your dreams and help clients realize theirs with a career at Ameriprise Financial.
Our success is based on relationships, established and strengthened by talented people like you. Ameriprise Financial is a longstanding leader in financial planning and advice with a holistic approach that fosters lasting personal relationships and helps people feel confident about their financial future. When you join Ameriprise, you’ll find unparalleled culture, support and opportunities to make a difference in clients’ lives.
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