Associate Financial Advisor

Company: Ameriprise Financial - Nebraska
Location: Lincoln
Posted on: May 28, 2023

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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