NV Employer Financial Advisor in Training in Las Vegas, Nevada
Financial Advisor in Training
Please apply online at the link below:
High School diploma or equivalent
Excellent interpersonal, listening and communication skills
Ability and attitude to thrive in a high-paced, metric driven environment
Ability to generate high quality leads through phone based relationships
Knowledge of financial products/services and the financial services industry
Previous sales Experience
Ability to overcome rejection, learn a complex business, and have the self-discipline to focus on activities that will drive results
The Financial Advisor in Training in the Ameriprise Advisor Center (AAC) is responsible for increasing engagement with existing unengaged and newly transferred clients, by warm calling clients and scheduling appointments to discuss financial planning services. This position predominantly works via telephone placing outbound calls.
This is an unlicensed position intended for those that want to obtain their Series 7, Series 66 and state insurance licenses and advance into the licensed roles within the Advisor Center.
Schedule introductory Financial Planning discussions on behalf of advisors on their team
Confirm appointments with clients and schedule product discussions with advisors and product specialists
Data entry of notes into Client Relationship Management tool to document interactions