- Obtain your required licenses/credentials within 150 days of hire:
- Active State Securities Agent Registration (S63 or S66)
- Active IAR Registration (S65 or S66) and
-State Life, Health Insurance and Variable Products lines.
- Attend and engage in licensing coaching, as required. Be accountable for making progress within the program’s licensing and appointment preparation timelines.
- Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
- Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
- Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:
-Identify clients to engage or re-engage in financial planning relationships.
-Gather and analyze data and develop financial planning recommendations.
-Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients.
-Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
-Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
-Manage the practice’s client service model and consistent execution.
- Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.
Required Qualifications
- Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.
Preferred Qualifications
- Four-year college degree from an accredited institution.
- High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
- Show accountability to your results.
- Outstanding verbal, written and listening communication skills.
- Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Top Skills
What We Do
RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets.
AREAS OF FOCUS
• Family Finances
• Retirement Planning Strategies
• Wealth Preservation Strategies
• Investment Management
• Retirement Plan Distribution
• Social Security Retirement Benefits
• Small Business
• Business Retirement Plans
• Tax Planning Strategies
CONNECT WITH US
Phone: 979-417-0563 | 512-873-2527
OFFICE LOCATIONS
8300 N MOPAC EXPY, Suite 100, Austin, TX 78759
107 THIS WAY, Suite A, Lake Jackson, TX 77566
1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792
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