Financial Advisor Associate (Financial Planning)

Location: Alpharetta, Georgia, United States of America; On-Site

Company

hirify.global is a diversified financial services company providing financial planning, asset management, insurance, and annuity services to individual, small business, and institutional clients.

What you will do

• Work with seasoned financial advisors to support clients and help them achieve their financial goals.
• Build a personal book of business, develop a lead pipeline, and grow ongoing financial planning relationships.
• Gather and analyze client data, develop recommendations, and help prepare or deliver financial plans.
• Develop and execute marketing initiatives, identify clients for engagement or re-engagement, and support client acquisition.
• Become a product expert, run illustrations, and provide product-focused recommendations to clients and prospects.
• Manage assigned practice operations, client service execution, process improvements, meetings, and budgets or expenses.

Requirements

• Join Ameriprise in a team practice and support one or more seasoned financial advisors.
• Obtain FINRA Series 7, active state securities agent registration (S63 or S66), active IAR registration (S65 or S66), and state Life, Health Insurance, and Variable Products lines within 150 days of hire.
• Attend required licensing coaching and meet licensing and appointment preparation timelines.
• Follow high standards of business and professional ethics and all legal and regulatory requirements.

Nice to have

• Four-year college degree from an accredited institution.
• Confidence, perseverance, accountability for results, and a strong desire to succeed in a goal-oriented environment.
• Outstanding verbal, written, and listening communication skills.
• Willingness to learn from seasoned financial advisors and work in a collaborative, team-centric environment.

Culture & Benefits

• Full-time, non-exempt position in the Sales job family.
• Team-based practice environment with coaching and collaboration from seasoned financial advisors.
• Work involves serving clients according to professional ethics and legal and regulatory standards.