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Private Wealth Advisor - Ian Franzoni - Financial Advisor, Ameriprise Financial Services, LLC - New York

Accounting & Finance

3 hours ago30 views

Company Mission
We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.


Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what’s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences.


Role Summary
This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs.


Job Responsibilities
· Business development & Sales
· Constructing comprehensive financial plans
· Recommending and implementing portfolio solutions
· Completing paperwork
· CRM management
· Marketing initiatives
· Obtaining and maintaining proper licensing


Qualifications
· Ability to be onsite in Midtown Manhattan
· Prior experience or college degree
· Familiarity of financial markets


Desired Skills
· Experience holding intelligent and engaging conversations over the phone and email
· Financial planning or investment management
· Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc.


Compensation
Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income.


Location
Onsite in midtown Manhattan.


Working Conditions
Collaborative office space with 20+ employees.


Benefits and Perks
Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.

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Ian F. from Ian Franzoni - Financial Advisor, Ameriprise Financial Services, LLC is interviewing people like you for this position tomorrow! Let them know you are interested!
  • Experience
    Required
  • Employment
    Full-time
  • Salary
    $60,000 – $500,000 yearly

pin icon777 3rd Avenue, Manhattan, 10017, New York

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Accounting & FinanceNew York

Private Wealth Advisory Practice • 11-50 Employees

Hiring on JOB TODAY since June, 2026

We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access.

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Ian F.Active 2 hours ago
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