Financial Freedom Wealth Advisors is a premier private wealth advisory practice of Ameriprise Financial, Inc. With industry accolades from Barron's, Forbes, Investment News, and Financial Times, we pride ourselves on delivering premium value to our clients. We have seen tremendous growth over the past several years and are looking for a qualified advisor to join our team. Join our current team of 4 CFP(R) designees in a wealth management firm that provides comprehensive financial advise and discretionary asset management.
As the Associate Financial Advisor, you will act as a client relationship manager for our existing client relationships. You will provide a superior client experience by following our proprietary service model including activities of developing meaningful relationships through regular and consistent client contact. You will also meet with clients at least annually either face to face or via web meetings. Your client relationships will be based upon thoughtful financial planning advice, leveraging the latest in advice and collaboration tools to create engaging conversations. You will also engage clients with professional presentations on solutions that meet the needs of the client through a comprehensive relationship.
To be effective, you will need familiarity and competency in financial planning tools, software, and technology. Experience with data input, case analysis, financial planning strategy, and product implementation are critical. Also a must is the ability to manage multiple relationships simultaneously while implementing product solutions that lead to client advisory needs being met and driving revenue for the practice. You will be required to provide quality communications both verbally and written in preparation for, during, and after client meetings. We believe in transparency and clarity for our clients and a your ability to succinctly summarize your conversations and document them for your clients is an important skill.
You may participate in acquiring new clients over time, but the main role of the Associate Financial Advisor is to deepen existing client relationships, retain assets, and engage the next generation.
About Financial Freedom Wealth Advisors
A Barron's, Financial Times, and Forbes top practice looking for the right person to join our team.