- Charlotte, North Carolina
Charlotte, North Carolina
Description
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Key Responsibilities
- Review and approve advisor social media and text message activity. This will be reviewed from a brand and compliance perspective to ensure they are accurate and not misleading.
- Consult with advisors to support them in aligning their materials with brand and company policies.
- Interact with Marketing, Compliance, Brand, Legal and other business partners on sophisticated advisor activity and trends.
- Occasionally this position will also be required to serve as a subject matter authority in meetings with business partners as well as field leaders.
- The candidate will be encouraged to optimally handle intensified and critical issues.
Required Qualifications
- Bachelors degree or equivalent and 5 years minimum relevant work experience.
- Active Series 7
- Active Series 24 and 63 (or the ability to obtain within 120 days of start date. If multiple exams are required, will be done consecutively with an additional 90-day window after optimally passing each exam).
- Problem solving and analytical skills ability to optimally analyze sophisticated issues.
- Ability to consistently exercise good judgment when making decisions on sophisticated matters that dont have clear answers.
- Strong written and verbal communication skills including ability to deliver unfavorable messages.
- Ability to consistently influence positive behavior through mentor and education.
- Ability to document activity in a fact-based and comprehensive manner.
- Ability to work optimally and efficiently both individually and in a team environment.
Preferred Qualifications
- Familiarity with digital marketing strategy
- Experience with sales/supervision of brokerage and investment advisory products.
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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