Job description

Are you tired of being stuck knocking on doors or cold calling? Is it too much to continue to be tied to production minimums to generate the income you desire? Would you describe yourself as relentless, personable, and a learner? If these are qualities you connect with, Affirm Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC, is the place for you for your financial advisor career.

Our Mission Statement is focused on the premise that “We Know a lot of people struggle to feel confident about their financial future. That’s why we guide people with a 7-Step Financial Planning Process to help those unsure about their financial future gain more of the peace of mind they deserve.”

How are we different than other financial advisor firms? It’s our culture! A culture that allows for and supports true care of our clients and team. A culture that creates inspiration for its team to be the best it can be on behalf of our clients through honesty, integrity, balance, and fun. That’s how we are different. We want to add like-minded, values-based Advisors to our growing group, so that we can continue the mission of being an inclusive environment and supporting those who need assistance.

If this sounds like the type of business you want to be a part of, then we want you on our team. It is as easy as applying through the job link to get the conversation started.

What we offer:

· A competitive base salary plus bonus

· Financial and staff support for marketing activities

· A hybrid schedule

· Mentoring and sharing of best practices

· A full-service support team

What we’re looking for:

· Series 7, 63 or 66

· Life, Accident and Health Insurance Licenses

· Advanced designations or desire to obtain advanced designations – CFP®, ChFC®, CLU®, CFS, etc

· 3+ years of client service skills and experience in the financial advice industry

Job Responsibilities May Include Several of The Following:

· Meet with the practice’s existing clients at least once per year

· Handle all incoming client communications/requests that require Advisor-level service

· Encourage clients to implement financial advice and recommendations

· Prospect and acquire new clients through various marketing techniques

Other Details of position:

· Salary dependent on experience

· PTO beginning day one

· Company paid Health Insurance Plan

· Company paid Life Insurance and STD/LTD

· Company match 401K

Background:

Affirm Wealth Advisors rates among the top 1% of all Financial Advisory Practices at Ameriprise Financial. Steve Harnden, Private Wealth Advisor, CFP®, CPA is a member of the Chairman’s Advisory Council and has 30 years of experience. Matt MacLean, Private Wealth Advisor, CFP®, ChFC®, CKA®, CRPC® has 20 years of experience in the industry and is also a Certified Kingdom Advisor. Our Financial Advisors include Scarlet Filmore, CFP®, APMA®, CKA®,Michael Gombrich, Private Wealth Advisor, CFP®, ChFC®, APMA®, John Snyder, CFP®, ChFC®, RICP®, APMA®, Garrett Smith, CFP®, APMA®, Todd Risen, APMA®, and Robert Miller, APMA®. The team also includes a licensed Director of Operations, a licensed Business Development Director, four licensed Client Service Specialists, two Operations Managers, an Investment Manager, a Marketing Manager, two non-licensed Client Service Specialists, and a Director of First Impressions. The Phoenix-area office location is at 7992 W. Thunderbird Road in Peoria. Our Tucson office is located at 2484 E River Road in Tuscon. You can learn more about our team at www.affirmwealthadvisors.com.

Job Type: Full-time

Pay: $80,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Tucson, AZ 85718: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Preferred)

Experience:

• Financial Services industry: 3 years (Required)

Work Location: One location

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