Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Currently Ameriprise has multiple Independent Financial Planning & Wealth Advisory practices seeking associate financial advisors or financial advisor to join their teams.
Based on your level of experience you could start in a supporting advisor role allowing you to apprentice and learn the ropes, be assigned clients to service and provided coaching to build a book of your own. If you are already established you can step into a supportive environment to help you continue to build a practice as part of a successful and experienced team with systems, support, processes and strong brand presence.
Our culture is clients first with an emphasis around financial planning and advice. Our advisors are looking for people who possess a service mentality, strong communication skills, entrepreneurial mindset and wants to deliver a premium client service experience.
Qualifications for the Financial Advisor:
Responsibilities for the Financial Advisor:
Job Type: Full-time
Pay: $45,000.00 - $120,000.00 per year
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Ability to Relocate:
Work Location: In person