Associate Financial Advisor
Company: Ameriprise Financial - Nebraska
Location: Lincoln
Posted on: May 28, 2023
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Job Description:
Deep Sky Wealth, a private wealth advisory practice of
Ameriprise Financial Services located in Omaha, NE, is seeking
licensed Associate Financial Advisor to join our innovative and
dynamic team. We focus on fostering a great team environment and
culture that emulates the work and relationships we build and have
with our clients.At Ameriprise Financial we help people feel
confident about their financial future by providing comprehensive
financial planning and investment consulting to families,
individuals, and small organizations to help achieve financial
goals and simplify their financial lives.Job Purpose:Working
alongside an experience advisor, helping them service their
clients. Top-level client service is key in this
role.Responsibilities:Case analysis, recommendations and preparing
financial recommendationsComplete investment research and create
investment recommendationsPrepping visual aids to be used in client
meetingsCompleting trades and transactionsLead client relationships
by earning trust, thoroughly understand client needs, providing
targeted advice, and delivering an ongoing exceptional client
experienceProspect for new clients via events, seminars and natural
marketQualifications:Bachelors degree or higherFully licensed
(Series 7, 66, and Life/Health license)3+ years of being a
financial advisor or financial services experiencePleasant,
professional and friendly manner with excellent interpersonal
skillsStrong team playerHighly organized, accurate, and attention
to detailProven analytical and independent problem-solving
skillsHighly proficient with in Microsoft office including
PowerPoint, Excel, Word and OutlookExcellent written and verbal
communication skillsAbility to handle multiple
responsibilitiesStrong personal and business ethics and
integrityDesire to grow and learn within the
practiceSalary:Starting salary at $65,000 per yearCompetitive
benefits, including PTO, 401k, health, dental and vision
insuranceHow to Apply:Please submit the following for
consideration:Cover letterResumeWe are an Equal Opportunity
Employer
Keywords: Ameriprise Financial - Nebraska, Lincoln , Associate Financial Advisor, Accounting, Auditing , Lincoln, Nebraska
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