Experienced Financial Planner

Ameriprise Financial LLC is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Ameriprise Financial is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Ameriprise Financial Advisors as part of Coastal Wealth Management help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency.

At Coastal Wealth Management at Ameriprise, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective

If you have at least 5+ years of experience as a Financial Advisor with transportable practice, a strong performance in a team-like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Opportunity, competitive compensation package, and how we can help you meet your career goals.

Ameriprise is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Ameriprise Financial is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Coastal Wealth Management financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as a company and believe when we work together, we best meet the full needs of our customers and clients. 

Key Responsibilities:

• Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
• Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
• Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval by compliance guidelines and policies
• Source prospective clients and capitalize on referrals
• Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor

Required Skills:

• FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
• Experience managing client portfolios and driving growth
• Proven relationship building and business development skills

Desired Skills:

• Bachelor's degree or higher strongly preferred
• Proven ability to partner and promote lead generation.
• Experience balancing investment management, sales activities and new client development.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Possess excellent communication skills, both written and verbal
• Highly entrepreneurial

Shift:

• 1st shift (United States of America)

Hours Per Week:

• 40

Pay and benefits information

Pay range

• $150,000 Salary with potential for increase, based on experience, education and skill set.

Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support for our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Full-Time/Part-Time

• Full time 

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.