Financial Advisor Financial Advisor …

Ameriprise Financial, Inc.
à Bozeman, MT, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Competitive
Ameriprise Financial, Inc.
à Bozeman, MT, États-Unis
CDI, Plein-temps
Soyez parmi les premiers à postuler
Competitive
Financial Advisor
Job Description

Step into an instrumental role joining a growing Barron's Top 1,200 Advisor and Forbes Best-in-State advisor team. Granite Peak Wealth Advisors, an independent financial advisory practice of Ameriprise Financial, is expanding into Bozeman, Montana and the Gallatin Valley. Come help conduct the smooth operation of a highly reputable, fast-paced financial planning office.

Responsibilities

You will have the opportunity to manage an office while working with clients to help them achieve their financial goals. The franchise team will work with you as we grow in this region and assist in the continued growth of clients which you service. As a financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages small business as usual projects such as organizing a client seminar.

Required Qualifications

Education and other designations:
  • College degree or higher
  • 5+ years of experience
  • Already have passed exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and state life, accident and health insurance licenses
  • Designations also a plus
Compensation:
  • Competitive compensation based upon experience, credentials, and/or current book of business
Who we are:
  • granitepeakwealth.com
Ameriprise Financial, Inc. logo
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