Job description

Associate Financial Advisor
We’re hiring someone special. Maybe it’s you!

Overview

Are you ready to step into a rewarding career helping advise clients so they can achieve their goals? Would you enjoy learning from a team with 34 combined years of financial planning experience and being supported while having the opportunity to work directly with clients? Are you passionate about helping people? Are you a dependable, motivated, and professional team player? Would you thrive in a boutique, collaborative work environment? If so, read on to learn more about our team and this instrumental role!

LIVING by Design is an independent advisor franchise office of Ameriprise Financial. We are looking for a talented individual to help us serve our clients and use their talents to further our vision. We have passion, purpose and genuinely care for one another.

Our Mission

At LIVING by Design our goal is to help our clients achieve financial peace of mind so they can focus on what’s more important than money, be present, and design the life they’ll L VE!

Typical Day

The associate financial advisor will assist financial advisors in working with clients to help them achieve their financial goals. The financial advisors will lead you as you hone your skills and build a base of clients which you service. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will follow consistently 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. Some specific examples of duties are listed below:

· Identify clients to engage or re-engage in planning relationships

· Prepare for client meetings focused on planning discussions

· Gather and enter client data into Financial Planning Tool Suite

· Create planning deliverables

· 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

· Assess the client’s risk tolerance

· Assess the client’s goals and time frame

· Recommend portfolio and product solutions that will fit the client’s risk tolerance, goals and time frame

· Run illustrations and hypotheticals

· Execute appropriate trades to align with customized investment portfolios

· Monitor economy, markets, and world events to determine any suggested strategic planning

Education and/or Experience Desired:

Bachelor’s degree from four-year College or university. Industry experience and/or licensing is considered a definite bonus!

Skills That You Need

· Eagerness to learn, entrepreneurial perspective, and desire to grow the business

· High degree of integrity and honesty

· Attention to detail

· Organized and capable of juggling many priorities at once

· Computer skills to include knowledge of contact management systems (Sales Force preferred), Excel and Word software

· Collaborative with the ability to thrive in a boutique work environment

· Dedicated to our mission and adding value to the organization and clients we serve

· Strong results orientation with emphasis on meeting commitments

· The ability to identify and resolve problems in a timely manner; gather and analyze information skillfully; and develop solutions to improve procedures

· Strong interpersonal skills that include the ability interpret and present information, a polite and clear phone manner, and the ability to communicate with proper spelling, grammar, and punctuation

· Positive attitude and sincere willingness to continuously improve and grow

What We Offer

· Meaningful work – we help clients achieve their dreams and help them through the rough patches in their lives. We are a family and consider them part of ours.

· A unique work environment with the ability to work from home at least 40% of the time.

· Competitive compensation - we will eagerly compensate the right person for this position, with a combination of salary, incentive pay and bonus.

· Generous benefit package which includes a 401(k) with a 50% match to 10% of pay.

· A culture of integrity with a willingness to help one another and pull up our sleeves to get the work done.

Job Type: Full-time

Pay: $60,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Denver, CO 80205: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

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