Associate Financial Advisor position with Schroeder and Associates
A Private Wealth Advisory Practice of Ameriprise Financial
Title:
Associate Financial Advisor
Overall Responsibility:
We are seeking a soon-to-graduate or recent college graduate who would like to join our team! This individual
would share in the high-level service and analysis tasks for our clients. This would include designing,
recommending, and executing investment plans and financial planning analysis using leading industry
technology. You would also have the ability to begin to grow your own client base.
You are seeking a collaborative work environment where you can grow into becoming the financial advisor you
always wanted to be. Our firm fosters a learning atmosphere where we are happy to share our knowledge of
the industry and open to changes in our systems.
Specific Responsibilities:
• Field, research, and address advanced client questions including making recommendations to our clients
about their specific financial situation
• Design, present, and implement comprehensive and customized financial plans to our clients
• Analyze investment opportunities and make recommendations
• Conduct semi-annual client service meetings and quarterly client contacts
• Place simple and advanced transactions such as multiple trades, limit orders, and options
• Provide an overview of the life and disability insurance options to our clients
• Develop and maintain strong and ongoing client relationships by providing exceptional client service
Qualifications:
• Bachelor’s degree
• Advanced proficiency with Microsoft Word and Excel
• Extreme attention to detail
• Professional and courteous speech
• Any of the following licenses are a plus and will be required within the three years: Group One
insurance license, Series 7, and Series 66
Salary: To be determined based on qualifications
Please send your resume to: ryan.s.mathes@ampf.com We look forward to working with you!