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Job description
Financial Advisor
This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's why they are committed to investing in acquisitions, new products, tools, and capabilities to help advisors serve their clients and run a thriving business. They give advisors the freedom, guidance, and end-to-end support to run their practice their way - help the advisor to grow, while developing deeper relationships with clients.
Qualifications & Experience
5+ years of experience in investment advisory or wealth management
Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM)
Active Investment Adviser Representative credentials (Series 65, or Series 7 + 66, or equivalent)
Strong client-facing presence with the ability to manage complex financial relationships independently
Entrepreneurial mindset with enthusiasm for Ameriprise and technology-enabled advisory models
Ability to thrive in a fast-paced, high-growth environment with evolving priorities
Responsibilities
Serve as a trusted advisor to high-net-worth individuals and families, managing complex portfolios and long-term client relationships
Grow assets under management by onboarding a transferable book of business, expanding existing business, and cultivating new client opportunities
Deliver holistic financial planning
Support training initiatives and help scale best practices across the advisory organization
Compensation & Benefits
Highly competitive compensation structure
Worksite address
tampa, FL, 33646, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.