• SALARY:NONE
  • Charlotte, North Carolina

Charlotte, North Carolina

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Description

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Key Responsibilities

  • Schedule introductory Financial Planning discussions on behalf of Advisor Teams.
  • Schedule product discussions with advisors and product specialists.
  • Enter notes into Client Relationship Management tool to detail interaction.

Required Qualifications

  • High School diploma or equivalent.
  • Excellent interpersonal, listening and communication skills.
  • Ability to thrive in a fast-paced, metric driven environment.
  • Ability to generate high quality relationships through phone-based conversations.
  • Active SIE, or ability to obtain within the timeframe determined by the Ameriprise Advisor Center.
  • Active Series 7, or ability to obtain the timeframe determined by the Ameriprise Advisor Center.
  • Active State Securities Agent Registration (S63 or S66), or ability to obtain within the timeframe determined by the Ameriprise Advisor Center.
  • Active State IAR Registration (s65 or s66) or ability to obtain within the timeframe determined by the Ameriprise Advisor Center.
  • Active Life/Accident/Health and Variable Contracts insurance license, or ability to obtain within the timeframe determined by the Ameriprise Advisor Center.

Preferred Qualifications

  • Post-Secondary Degree

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

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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