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Company: Ameriprise and Iron Birch Advisors
Step into an instrumental role inside a new addition of an Ameriprise office. The Managing Partner is well known in the industry for breaking records at his previous organization. Records around recruiting, retention and production. Training advisors is paramount, and every effort is aimed toward having advisors do the best they can. The retention rate is over 76% which speaks to the quality of the program and selling to friends and family is strongly discouraged.
Help conduct the smooth operation of a fast-paced – friendly and fun – financial planning office. Work as an employee of an independent advisor franchise within Iron Birch Advisors, a financial advisory practice of Ameriprise Financial.
The Financial Advisor will work with clients to help them achieve their financial goals. Iron Birch Advisors will lead you as you hone your skills as an advisor and grow the base of clients which you service. As a 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.
This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed, including portfolio research and client service requests.
What we offer:
• High competitive commission plus bonuses.
• No set quotas or sales requirements.
• Financial and staff support for marketing activities.
• Experience with advice driven, comprehensive financial planning for our clients.
• Mentoring and sharing of best practices.
• A team approach to providing high level quality service for our clients.
Financial Planning and Advice