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Vice President of Financial Planning

Company: Ameriprise and Iron Birch Advisors
Location: New York
Posted on: December 9, 2018

Job Description:

Financial AdvisorJob DescriptionStep into an instrumental role inside a new addition of an Ameriprise office. The Managing Partner is well known in the industry for breaking records at his previous organization. Records around recruiting, retention and production. Training advisors is paramount, and every effort is aimed toward having advisors do the best they can. The retention rate is over 76% which speaks to the quality of the program and selling to friends and family is strongly discouraged.Help conduct the smooth operation of a fast-paced – friendly and fun – financial planning office. Work as an employee of an independent advisor franchise within Iron Birch Advisors, a financial advisory practice of Ameriprise Financial. The Financial Advisor will work with clients to help them achieve their financial goals. Iron Birch Advisors will lead you as you hone your skills as an advisor and grow the base of clients which you service. As a Financial Advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed, including portfolio research and client service requests. What we offer: • High competitive commission plus bonuses. • No set quotas or sales requirements. • Financial and staff support for marketing activities. • Experience with advice driven, comprehensive financial planning for our clients. • Mentoring and sharing of best practices. • A team approach to providing high level quality service for our clients.ResponsibilitiesFinancial Planning and Advice

  • Identify clients to engage or re-engage in planning relationships
  • Prepare for client meetings focused on planning discussions and portfolio reviews
  • Perform case analysis and develop recommendations
  • Conduct and/or participate in client meetings to present recommendations/deliver advice
  • Track/hold clients accountable to agreed-upon actions Product Solutions
    • Assess the client's risk tolerance
    • Assess the client's goals and time frame
    • Recommend portfolio/robust product solution that will fit the client's risk tolerance, goals and time frame
    • Run illustrations and hypotheticals
    • Execute appropriate trades to align with proposed portfolio
      • Utilize Asset Allocation analysis to recommend changes
      • Monitor economy, markets, and world events to determine any required strategic rebalancing
      • Conduct transactions on behalf of clientsRequired Qualifications
        • Ability to meet with clients and present planning strategies
        • Ability to source prospective clients
        • High level of interpersonal skills
        • Initiative in business development
        • Entrepreneurial perspective and desire to grow the business
        • Ability to recommend suitable investment products and services
        • Success at planning and managing resources (time, people, budget) to run optimal practice
        • Ability to adhere to rules and regulations as required by Iron Birch Advisors and Ameriprise Financial

          Keywords: Ameriprise and Iron Birch Advisors, Waterbury , Vice President of Financial Planning, Accounting, Auditing , New York, Connecticut

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