An Ameriprise Private Wealth Advisory Practice in the Downers Grove, Illinois office location helping clients achieve their financial goals through in-depth financial planning with an emphasis on delivering an exceptional client experience.
Position Summary:
The main objective of this position is to build relationships, review goals, and provide investment advice grounded in goal-based planning for our clients. The AFA will also provide client relationship support, prepare preliminary client deliverables, work with clients to resolve issues, and handle money movement transactions.
This position will consistently follow high standards of business, professional ethics, and legal and regulatory requirements when dealing with others and/or performing work activities.
Position Information:
Full-Time
Pay rate commensurate with experience
Location: Downers Grove, Illinois
Working Hours: 8:30 AM to 5:30 PM
Qualifications:
Bachelor's degree from a four-year college or university; or two to three years related experience and/or training; or equivalent combination of education and experience.
Current Driver's License
Securities Licenses - Series 7 and Series 66 (currently held or will obtain within 90 days of hire)
Insurance Licenses - IL Life and Health (currently held or will obtain within 90 days of hire)
Intermediate to advanced knowledge in MS Office
Position Responsibilities:
Reviews client goals and objectives to provide investment recommendations tailored to clients personalized needs.
Performs portfolio reviews and financial analysis to identify opportunities that benefit the client.
Understands the importance of building relationships based on deep financial planning discussions centering around client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
Promptly responds to client inquiries and manages resolution of client issues.
Responsible for any transactions as directed, including stocks, bonds, mutual funds, real estate investment trusts, annuities and insurance products, and other applicable investments for clients
Responds to ad hoc requests, prepares client correspondence, completes forms, generates reports, processes confidential documents, and coordinates with Home Office on related issues.
Assists with the coordination, preparation, and follow-up for client meetings, including compliance requirements, deliverables, and reports.
Builds and maintains a deep understanding of client needs, as well as industry trends, regulatory rules, best practices, processes, and solutions.
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.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
