$62,400

New York

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Description

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Key Responsibilities

  • Train ACD advisors through a standardized training curriculum to become proficient at acquiring financial planning clients through the six key activities, mastering scripts, overcoming objections and phone clinics.
  • Coach and motivate advisors to be persistent, to deal with rejection, to manage ups and downs of the business.
  • Identify coaches, set expectations, and demonstrate-observe-confirm their skills in providing meeting coverage for new advisors.
  • Ensure advisors are achieving their goals through accountability reviews, escalating performance issues, and gaps to leadership.

Required Qualifications

  • Bachelors degree or equivalent.
  • 3 - 5 years relevant experience required with a proven track record of success.
  • Active FINRA Series 7.
  • Active State Securities Agent Registration (S63 or S66).
  • Active State IAR Registration (S65 or S66).
  • Active Life and Variable Contracts insurance licenses.
  • Maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.
  • Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received.
  • Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business.
  • 3+ years of people management experience.
  • Excellent compliance record and knowledge of compliance requirements.

Preferred Qualifications

  • Masters degree or equivalent.

We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

About Our Company

Base Pay Salary

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.

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