TampaFLRecruiter Since 2001
the smart solution for Tampa jobs

Financial Advisor

Company: Ameriprise Financial
Location: Tampa
Posted on: September 15, 2019

Job Description:

Job DescriptionFinancial Advisor Training Program - Tampa, FL

Are you seeking a new career, with the entrepreneurial freedom to build your own book of business and create unlimited compensation opportunities based on your results? As an Ameriprise Financial advisor, you'll help shape your clients' financial futures. It's a tremendous responsibility, but you won't go it alone. You'll have access to extensive, in-person training taught by local leaders, alongside your peers. At Ameriprise Financial, our local, experienced leaders 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 coaching and accountability to help you obtain your required licenses/credentials, and we ll cover your licensing and training costs. In addition, we offer a competitive, starting base salary plus uncapped monthly bonus opportunities and a full employee benefits package. As you advance in your training curriculum, you will be paid commissions against your results.Responsibilities Obtain your required licenses/credentials within 150 days of hire: FINRA Series 7; State Securities (Series 63 or Series 66); State IAR (Series 65 or Series 66), and State Life, Health Insurance and Variable Products lines.
Attend and engage in required coaching and training.
Build a lead pipeline, complete with personal and professional contacts and new leads.
Develop and execute a robust marketing plan to generate a high volume of new leads, maintain your lead volume and, ultimately, acquire new clients.
Generate new leads by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, cold-calling and asking for referrals.
Schedule and conduct financial planning and advice meetings with prospects. Acquire clients by adopting and executing proven sales scripts and achieving weekly conversion goals.
Develop a solid service model to provide ongoing relationships with your clients, recommending solutions and helping them to stay on-track to achieving 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. 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 Possess 3+ years of work experience with proven success in your past field(s).
Currently reside, or previously resided, in the local area for 3+ years.
Have a natural network, of personal and professional contacts, of 200+ people.
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.Preferred Qualifications Four-year college degree from an accredited institution with focused studies within: Sales, Business Development, Entrepreneur, Real Estate, Marketing, Accounting, Finance, Legal, Liberal Arts, Banking, CERTIFIED FINANCIAL PLANNER, CFP, Insurance, Risk, Education; or equivalent experience.
Military Veterans and transitioning Professional Athletes encouraged to apply!
Demonstrate entrepreneurial spirit/desire to manage your own business and be accountable to your results.
High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
Outstanding verbal, written and listening communication skills.
Willingness and desire to be part of a coaching relationship and peer learning environment.
Prior profession within: Community Leader Consultant Fundraiser Manager Teacher Professor; or comparable field. Associated topics: broker, client, healthcare, insurance agent, insurance sales, life insurance sales, outside sales, sales associate, sales representative, sell

Keywords: Ameriprise Financial, Tampa , Financial Advisor, Accounting, Auditing , Tampa, Florida

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


Junior Financial Representative
Description: We're More Than InsuranceAt Mutual of Omaha, we're not afraid to step outside the box and release the potential for ultimate success. We are a Fortune 500 company that allows you to carve your own professional (more...)
Company: Mutual of Omaha
Location: Casselberry
Posted on: 09/18/2019

Supervision and Controls Advisor Senior (Bank IT/IS)
Description: Purpose of JobThis position supports the supervision of front-line business units that are responsible for implementing and adhering to Heightened Standards and operating within risk tolerances. Identifies (more...)
Company: USAA
Location: Tampa
Posted on: 09/18/2019

Tax Professional
Description: br Tax Professional br Seeking experienced seasonal Tax Preparers eager to serve clients with diverse tax needs, generate business growth, and advance their tax knowledge. br We offer competitive (more...)
Company: H&R BLOCK
Location: Longwood
Posted on: 09/18/2019


Senior Accountant
Description: The ideal candidate will have substantial exposure to monthly closing processes, forecasting and budgeting, and customer billing. They will be organized
Company: OnSight Industries, LLC
Location: Sanford
Posted on: 09/18/2019

Supervision and Controls Advisor Senior (Bank IT/IS)
Description: Purpose of JobThis position supports the supervision of front-line business units that are responsible for implementing and adhering to Heightened Standards and operating within risk tolerances. Identifies (more...)
Company: USAA
Location: Saint Petersburg
Posted on: 09/18/2019

Senior AI Scientist (PwC Labs)
Description: PwC Labs is focused on standardizing, automating, delivering tools and processes and exploring emerging technologies that drive efficiency and enable our people to reimagine the possible. Process improvement, (more...)
Company: PwC
Location: Saint Petersburg
Posted on: 09/18/2019

Risk Analyst Senior
Description: Purpose of Job We are seeking a talented Senior Risk Analyst Shared Services for our Plano, TX, Tampa, FL, San Antonio, TX or Remote facility. br br Provides risk management support for a line of (more...)
Company: USAA
Location: Tampa
Posted on: 09/18/2019

Tax Professional
Description: br Tax Professional br Seeking experienced seasonal Tax Preparers eager to serve clients with diverse tax needs, generate business growth, and advance their tax knowledge. br We offer competitive (more...)
Company: H&R BLOCK
Location: Apopka
Posted on: 09/18/2019

Senior AI Scientist (PwC Labs)
Description: PwC Labs is focused on standardizing, automating, delivering tools and processes and exploring emerging technologies that drive efficiency and enable our people to reimagine the possible. Process improvement, (more...)
Company: PwC
Location: Tampa
Posted on: 09/18/2019

Tax Professional
Description: br Tax Professional br Seeking experienced seasonal Tax Preparers eager to serve clients with diverse tax needs, generate business growth, and advance their tax knowledge. br We offer competitive (more...)
Company: H&R BLOCK
Location: Ocoee
Posted on: 09/18/2019

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Tampa RSS job feeds