VancouverWARecruiter Since 2001
the smart solution for Vancouver jobs

Financial Advisor

Company: Ameriprise Financial
Location: Vancouver
Posted on: May 10, 2020

Job Description:

Job DescriptionAre you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Responsibilities --- Attend and engage in coaching and training led by the leadership team and established advisors. --- Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. --- Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. --- Schedule and conduct financial planning and advice meetings with clients and client prospects. --- Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. --- Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. --- Build a book of business as a stand-alone Ameriprise Financial advisor. --- If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. --- Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities. Required Qualifications --- 3+ years of work experience with a proven track record of success. --- Have a network of personal and professional contacts within the local area that you may engage for referrals. --- Showcase a background in building strong relationships and delivering superior client service. --- Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years. --- Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. --- Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam) o State Securities (Series 63 or Series 66) o State IAR (Series 65 or Series 66) o State Life, Health Insurance and Variable Products lines Preferred Qualifications --- Four-year college degree, or equivalent --- Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment. --- Willingness and desire to be part of a coaching relationship and peer learning environment. --- Proven track record of continued success in all industries and careers including, but not limited to: --- Accountants --- Attorneys --- Bankers --- CERTIFIED FINANCIAL PLANNER--- professionals* --- Community leaders --- Consultants --- Entrepreneurs --- Fundraisers --- Insurance agents --- Military personnel --- Professional athletes --- Real estate agents and developers --- Risk managers --- Sales and marketing professionals --- Teachers and educators

Keywords: Ameriprise Financial, Vancouver , Financial Advisor, Accounting, Auditing , Vancouver, Washington

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Community Education Director (Program Director)
Description: Community Education Director Program Director Requisition IDreq650DepartmentAdministration/OperationsCampusSoutheast Campus - 2305 SE 82nd Ave, Portland, OR 97216Employment TypeAdministrative-Full TimeClose (more...)
Company: Portland Community College
Location: Portland
Posted on: 05/25/2020

Junior Staff Accountant- RYDERS
Description: br br br br -- br br Send me alerts every days br br alert frequency in every certain days br br br br br Share this Job br br br br AddThis br br Email br br (more...)
Company: Essilor
Location: Vancouver
Posted on: 05/25/2020

Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney - Seasonal Remote
Description: OverviewIf you are a highly motivated individual with an active credential CPA x2F EA x2F Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes (more...)
Company: Intuit
Location: Olympia
Posted on: 05/22/2020


Financial Professional - OR, Portland (2548)
Description: We are currently seeking someone to join our team as a Financial Professional. As a Financial Professional, you will: br br --- Analyze financial information obtained from clients to determine strategies, (more...)
Company: Equitable Advisors
Location: Portland
Posted on: 05/24/2020

Financial Advisor
Description: Job DescriptionAre you looking to advance your career in a role with meaningful work Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your (more...)
Company: Ameriprise Financial
Location: Portland
Posted on: 06/1/2020

Medical Billing Specialist
Description: Description: br Lags Medical Centers is a multidisciplinary group with 40 locations in five states. Since 2000, the LAGS alternative approach to pain treatments has returned patients to a healthy, (more...)
Company: Lags Spine and Sportcare Medical Centers Inc
Location: Salem
Posted on: 05/22/2020

Data Entry Part Time
Description: We are actively seeking customer service and appointment setting representatives. Your primary responsibility is to supply specialized assistance to our current client base. In this position, you will (more...)
Company: Morani Enterprise
Location: Portland
Posted on: 06/1/2020

Business Process Analyst - Financials (10128349)
Description: Full Description Our Beaverton client has an immediate need for a Business Process Analyst Ideal candidate will have
Company: Mainz Brady Group
Location: Beaverton
Posted on: 05/29/2020

Consultant, Property Tax Complex
Description: The Property Tax Consultant Consultant works with a team to identify tax savings opportunities for clients and to gain an understanding of how the client computes each component of property tax. This (more...)
Company: Ryan, LLC
Location: Vancouver
Posted on: 05/25/2020

Senior Accountant
Description: Senior Accountant2141 NW 25th Ave.Portland, Oregon, 97210United States100Years of innovative people. Come join us for 100 more.Weir ESCO-- is a respected, award-winning industryleader focused on creatively (more...)
Company: Weir ESCO
Location: Portland
Posted on: 05/27/2020

Log In or Create An Account

Get the latest Washington jobs by following @recnetWA on Twitter!

Vancouver RSS job feeds