Ameriprise - Financial Planning Support http://ameriprise.jobs2web.com/go/Financial-Planning-Support/23918/ Financial planning, products and services, Ameriprise jobs en-us /images/ameriprise/banner.gif <![CDATA[Ameriprise - Financial Planning Support]]> http://ameriprise.jobs2web.com/go/Financial-Planning-Support/23918/ 720 Sales Coach/Training Consultant - Ameriprise Advisor Center Job (Minneapolis, MN, US) Job ID: 78491 Minneapolis, MN 1 AAC-Ameriprise Advisor Center Full-Time N Regular None
About Ameriprise
You give more, you want more

You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Ameriprise Financial is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company¹ yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career"
by BusinessWeek magazine.²

You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training,³ career development and
360° support guided by accessible leaders. If you're talented, driven, and ready to join a
team of professionals who work every day to help their clients plan for and achieve their
dreams, you're ready for a career at Ameriprise Financial.

Ameriprise Financial is an equal opportunity employer.

¹ Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
² BusinessWeek magazine, September 4, 2008.
³ DALBAR Financial Intermediary Post-Sale Service Award 2007.
Responsibilities
This position is responsible for the design, development and implementation of training, coaching and overall development solutions to meet the Ameriprise Advisor Center (AAC) organizational needs. This role is focused on developing and delivering training solutions using a defined, approach and methodology; including developing training materials and participating in ongoing needs assessment activities. The training curriculum will include financial advisor sales strategies, sales processes/procedures, technology, in depth product and service components, along with compliance & regulatory requirements, etc. This position will focus on both ongoing training and coaching of financial advisors in the aforementioned areas; including providing back-up for the implementation and delivery of training to new financial advisors hired into the AAC as required based on hiring needs..

Includes:

- Conducting and facilitating training sessions through classroom, web-based, or self-paced delivery methods. Drives desired behavior change in financial advisors through skill development sessions and/or individual coaching to validate effectiveness of training and to ensure achievement of business objectives.

- Providing subject matter expertise to help develop and create implementation plans for training programs and supporting materials to secure a successful implementation; utilizing existing resources as appropriate (Ameriprise University, RiverSource University, Organizational Effectiveness and Develompent, etc.). Ensures that existing programs and tools are effectively implemented within the business and desired objectives are achieved.

- Designing training programs based on outcomes from training needs assessment. Identifies the appropriate training method -- e-learning, instructor-led, or blended approaches -- to achieve the desired organizational impact. Partners with others on the team to create training materials such as curriculum outlines, and user/facilitator guides and other instructional design systems, as necessary.

- Assists in the day-to-day project work associated with training initiatives that may include vendor interaction, reporting, project stakeholder engagement and content reviews with subject matter experts in other lines of business.

- Facilitating sessions with stakeholders to determine whether existing or newly-developed training will address businessneeds. Develop tools and survey instruments which assist in identifying training needs and report assessment outcomes to project stakeholders. Utilizes the ADDIE model (Analyze, Design, Develop, Implement, and Evaluate) to ensure that the training initiatives achieve the desired outcome.
Qualifications
- 4+ years training experience in the financial services or related business
- Expert knowledge and experience in adult learning, curriculum design, and instructor led training, specifically in a sales environment.
- Strong coaching and consulting skills
- Deep financial product and service knowledge across all areas of financial planning; ability to explain complex solutions in simple, easy to understand terms
- Exposure to the design and implementation of training assessment instruments
- Experience in delivering training to large groups in an effective manner
- Demonstrated excellent writing and interpersonal communication skills
- Independent self-starter with ability to create strong relationships with clients and business partners
- Strong project management skills
- Ability to work in a fast-paced and rapidly growing department with a high level of change.
- Bachelor's Degree in education or related area.
- FINRA Series 7 and 63
- State Insurance license preferred, but not required

JCODE:23918
JCODE:23269
]]> http://ameriprise.jobs2web.com/job/MINNEAPOLIS-Training-Consultant-Ameriprise-Advisor-Center-Job-MN-55401/615000/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://ameriprise.jobs2web.com/job/MINNEAPOLIS-Training-Consultant-Ameriprise-Advisor-Center-Job-MN-55401/615000/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS Corporate Reviewer - CSU Job (Minneapolis, MN, US) Job ID: 78979 Minneapolis, MN 1 The Personal Advisors Group Full-Time N Regular None
About Ameriprise
You give more, you want more

You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Ameriprise Financial is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company¹ yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career"
by BusinessWeek magazine.²

You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training,³ career development and
360° support guided by accessible leaders. If you're talented, driven, and ready to join a
team of professionals who work every day to help their clients plan for and achieve their
dreams, you're ready for a career at Ameriprise Financial.
Responsibilities
Organize, analyze and prepare outgoing requests for and incoming receipt of field documentation including workflow management for Corporate Registered Principals. Review of communications with the public including email and paper correspondence. Raise issues and concerns when appropriate and ensure matters are escalated to the right areas of supervision.

- Analyze and organize outgoing requests and incoming receipt of field documentation including maintaining tracking system for incoming field information. Includes monitoring mailbox for incoming documentation from advisors, review of and determination of next steps.
- Complete initial review of outgoing communications from advisors to clients in accordance with NASD Rule 2210 through email review tool (Digital Supervisor) to determine whether further supervision action is necessary.
- Complete initial review of 529 plan beneficiary changes to determine supervisory need.
- Record all pertinent information into 529 supervision database and escalate as appropriate to corporate RP.
- Maintain appropriate Office of Supervison Jurisdiction (OSJ) files for each advisor. Respond to questions from field leaders, advisors and clients that have called one of our toll-free lines and could not reach the Corporate RP. Escalate to other members of the CSU as needed
Qualifications
- 1 to 3 yrs experience
- Experience working with the field
- Demonstrated aptitude for analysis and problem solving
- Knowledge of regulatory framework governing financial services industry, Ameriprise products and services
- Ability to manage multiple priorities; strong oral/written communication skills; proven conflict management skills
- Proficient use of Excel; ability to use several systems at once

JCODE:23918
JCODE:23919
]]> http://ameriprise.jobs2web.com/job/MINNEAPOLIS-Corporate-Reviewer-CSU-Job-MN-55401/682452/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://ameriprise.jobs2web.com/job/MINNEAPOLIS-Corporate-Reviewer-CSU-Job-MN-55401/682452/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS Franchise Regional Sales Director - Northeast Region Job (Boston, MA, US) Job ID: 78763 Boston, MA;Virtual 1 The Personal Advisors Group Full-Time N Regular 51 - 75 % Series 63 - State Securities / Series 65 - State IAA/IAR / Series66-Comb. St. Sec/IAA/IAR / Series 7
About Ameriprise
You give more, you want more

You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Ameriprise Financial is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company¹ yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career"
by BusinessWeek magazine.²

You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training,³ career development and
360° support guided by accessible leaders. If you're talented, driven, and ready to join a
team of professionals who work every day to help their clients plan for and achieve their
dreams, you're ready for a career at Ameriprise Financial.

Ameriprise Financial is an equal opportunity employer.

¹ Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
² BusinessWeek magazine, September 4, 2008.
³ DALBAR Financial Intermediary Post-Sale Service Award 2007.
Responsibilities
Provides coaching and training on client acquisition, financial planning, and sales strategies for field leaders and advisors. Primary metrics will be HVCA, and percent of HVCA in a planning relationship. Provide coaching and training on overall HVCA techniques financial planning, and sales strategies capabilities in 'train the trainer' capacity for field leaders (Branch Office Managers and Field Vice Presidents). Train advisors and leaders on consultative sales skills. Provide group face to face coaching and training to advisors on client acquisition techniques, financial planning and sales strategies. Coordinate with other Divisional Director of Sales (through VP of National Sales) on delivering consistent programming and best practices across market groups with regard to client acquisition, financial planning, and sales strategies. Coordinate third party and corporate resources for local events, education days, etc. to increase percentage of HV clients with ongoing planning relationships, HVCA, and ensure increased in book of business. Deploy sales strategies to leaders and advisors at the local level. Drive attendance and engagement at Ameriprise a.m. calls. Coordinate with product wholesaler activities. Partner with Branch Office Manager/ FFVP to develop market group level plans for HVCA, financial planning, and sales strategies uptake.
Qualifications
Demonstrated experience with leading field implementation initiatives. Experience working successfully with sales force members. Ability to influence advisor and field leader behavior. Strong communication, coaching, training and general presentation skills. Self driven and self accountable. Ability to drive results on a remote basis. Outstanding relationship management, negotiation and collaborating/influencing skills in dealing with all levels through various communications channels. College degree or equivalent required (MBA in Marketing or Communications preferred) and 5+ years relevant experience required. FINRA Series 7, 63/66, 65/66, State licensing may be required.

JCODE:23269
JCODE:23918
JCODE:23919
Other Information
The office location for this position is within the assigned Region.
Travel over 50%.
]]> http://ameriprise.jobs2web.com/job/BOSTON-Franchise-Regional-Sales-Director-Northeast-Region-Job-MA-02108/651592/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://ameriprise.jobs2web.com/job/BOSTON-Franchise-Regional-Sales-Director-Northeast-Region-Job-MA-02108/651592/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS Franchise Regional Sales Director - Great Lakes Job (Virtual;Mayfield Heights, OH, US) Job ID: 78766 Virtual;Mayfield Heights, OH 1 The Personal Advisors Group Full-Time N Regular 51 - 75 % Series 63 - State Securities / Series 65 - State IAA/IAR / Series66-Comb. St. Sec/IAA/IAR / Series 7
About Ameriprise
You give more, you want more

You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Ameriprise Financial is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company¹ yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career"
by BusinessWeek magazine.²

You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training,³ career development and
360° support guided by accessible leaders. If you're talented, driven, and ready to join a
team of professionals who work every day to help their clients plan for and achieve their
dreams, you're ready for a career at Ameriprise Financial.

Ameriprise Financial is an equal opportunity employer.

¹ Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
² BusinessWeek magazine, September 4, 2008.
³ DALBAR Financial Intermediary Post-Sale Service Award 2007.
Responsibilities
Provides coaching and training on client acquisition, financial planning, and sales strategies for field leaders and advisors. Primary metrics will be HVCA, and percent of HVCA in a planning relationship. Provide coaching and training on overall HVCA techniques financial planning, and sales strategies capabilities in 'train the trainer' capacity for field leaders (Branch Office Managers and Field Vice Presidents). Train advisors and leaders on consultative sales skills. Provide group face to face coaching and training to advisors on client acquisition techniques, financial planning and sales strategies. Coordinate with other Divisional Director of Sales (through VP of National Sales) on delivering consistent programming and best practices across market groups with regard to client acquisition, financial planning, and sales strategies. Coordinate third party and corporate resources for local events, education days, etc. to increase percentage of HV clients with ongoing planning relationships, HVCA, and ensure increased in book of business. Deploy sales strategies to leaders and advisors at the local level. Drive attendance and engagement at Ameriprise a.m. calls. Coordinate with product wholesaler activities. Partner with Branch Office Manager/ FFVP to develop market group level plans for HVCA, financial planning, and sales strategies uptake.
Qualifications
Demonstrated experience with leading field implementation initiatives. Experience working successfully with sales force members. Ability to influence advisor and field leader behavior. Strong communication, coaching, training and general presentation skills. Self driven and self accountable. Ability to drive results on a remote basis. Outstanding relationship management, negotiation and collaborating/influencing skills in dealing with all levels through various communications channels. College degree or equivalent required (MBA in Marketing or Communications preferred) and 5+ years relevant experience required. FINRA Series 7, 63/66, 65/66, State licensing may be required.

JCODE:23269
JCODE:23918
JCODE:23919
Other Information
The office location for this position is within the assigned Region.
Travel over 50%.
]]> http://ameriprise.jobs2web.com/job/VIRTUAL-MAYFIELD-HEIGHTS-Franchise-Regional-Sales-Director-Great-Lakes-Job-OH/651594/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://ameriprise.jobs2web.com/job/VIRTUAL-MAYFIELD-HEIGHTS-Franchise-Regional-Sales-Director-Great-Lakes-Job-OH/651594/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS Branch Manager Job (Austin, TX, US) Job ID: 78583 Austin, TX 1 The Personal Advisors Group Full-Time N Regular None Series 24 - Genl Secur. Princp / Series 63 - State Securities / Series 65 - State IAA/IAR / Series66
About Ameriprise
You give more, you want more

You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Ameriprise Financial is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company¹ yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career"
by BusinessWeek magazine.²

You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training,³ career development and
360° support guided by accessible leaders. If you're talented, driven, and ready to join a
team of professionals who work every day to help their clients plan for and achieve their
dreams, you're ready for a career at Ameriprise Financial.

Ameriprise Financial is an equal opportunity employer.

¹ Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
² BusinessWeek magazine, September 4, 2008.
³ DALBAR Financial Intermediary Post-Sale Service Award 2007.
Responsibilities
Drive profitable growth within an office; support a large geography with strong market potential by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor acquisition, retention, tenure and productivity; driving revenue and asset growth; effectively prioritizing the opportunities of the site; optimizing resources within the office; effectively managing recruiting pipeline with quality Experienced Advisor Recruit candidates.

-Develop personal book of business and drive personal practice. Generate leads for personal practice using the conversation tool(EASE).Facilitate effective sales meetings, holding workplace/corporate seminars. Service the client: present solutions by analyzing client cases, reviewing service products, business transactions. Lead and work with Complex Director or Regional Vice President to develop ongoing business planning and development for branch. Active in local community through buildling Centers Of Iinfluence's, growing personal network, etc.

-Drive growth in number of overall office Assets Under Management, High Value Client acquired and number of clients. Effectively lead advisors and staff within an office. Support a large geography with strong market potential. Assist in the development/training of advisors core skills of: high value client acquisition including referral, implementing a financial planning practice, driving sales implementation with clients.

-Drive profitable growth and results for own branch through prudent expense management (P&L) and investments in key business strategies. Provide targeted focus and resources on opportunities with highest potential. Lead and work with Complex Director or Regional Vice President to develop ongoing business planning and development for branch through both organic and inorganic strategies. Develop local programs to support client acquisition-leveraging corporate support.

-Responsible for supervision of all sales activities of registered personnel assigned to him/her; ensure sales activities are appropriate based on client objectives, goals, risk tolerance, etc. and adequate disclosure was provided. Ensure employees fulfill applicable licensing, registration and compliance requirements; adhere to firm's policies and procedures and conduct business in an ethical manner; maintain records in accordance with FINRA, NYSE and other applicable regulations.

-Coordinate advisor development opportunities leveraging all available resources to improve client acquisition, financial planning and product implementation skills. Develop understanding of advisors' strengths and weaknesses and create individualized growth plans that support client acquisition, asset gathering and product implementation. Identify high performing talent and create a leader succession plan. Line of site to external environment and strong awareness of local and national competitors.

-Develop localized recruiting strategy (including Experienced Advisor Recruit, practice acquisition and Targeted Career Changers) based on in-depth region knowledge, market conditions and performance of the competition. Build centers of influence through FPA, community involvement. Develop and support onboarding for candidates. Develop site's unique value proposition and articulate to candidates.
Manage recruiting pipeline and drive targeting and selection process across site for EAR candidates.

-Identify teaming opportunities and drive Teaming strategy across the site - facilitate partnerships between and within highly tenured, senior advisors and less experienced advisors to maximize mentoring, specialization and production opportunities. Identify target practices for acquisition and develop support for transition in partnership with corporate practice acquisition group. Cultivate a strategy for advisor community presence. Create a culture of financial planning that emphasizes Dream>Plan>Track.

-Quarterly Periodic Business Reviews with Complex Director, Regional Vice President and Regional Sales Director (Advisor Business Developement Group). Bi-weekly results review with Complex Director(key metrics, high potential advisors, etc).Weekly to bi-weekly 1:1s with advisors in branch. Monthly reviews with branch support staff.
Qualifications
-College Degree, MBA Preferred
-5+ yrs experience
-FINRA Series 7, 24, 63/66, 65/66 and 9/10 required
-Maintain the appropriate principal registrations to supervise sales of all products available.
-Maintain the appropriate principal registrations to supervise broker dealer operations, training, and marketing/advertising.
-Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received (Series 63 or 66).
-Maintain an insurance license in resident state, place of business, and states where insurance-based compensation is received.
-Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66).

JCODE:23918
JCODE:23919
JCODE:23916
JCODE:23269
]]> http://ameriprise.jobs2web.com/job/AUSTIN-Branch-Manager-Job-TX-73301/626278/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://ameriprise.jobs2web.com/job/AUSTIN-Branch-Manager-Job-TX-73301/626278/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS Paraplanner Job (High Point, NC, US) Job ID: 78965 High Point, NC 1 The Personal Advisors Group Full-Time N Regular None Accident & Health / Life / Series 6 - Limited Securities / Series 63 - State Securities / Series66-C
About Ameriprise
You give more, you want more

You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Ameriprise Financial is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company¹ yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career"
by BusinessWeek magazine.²

You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training,³ career development and
360° support guided by accessible leaders. If you're talented, driven, and ready to join a
team of professionals who work every day to help their clients plan for and achieve their
dreams, you're ready for a career at Ameriprise Financial.

¹ Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
² BusinessWeek magazine, September 4, 2008.
³ DALBAR Financial Intermediary Post-Sale Service Award 2007.

Ameriprise Financial is an equal opportunity employer.
Responsibilities
-Perform case analysis tasks, including entering and examining data and initial schedules, reviewing and interpreting financial statements and performing numerical calculations, running hypothetical illustrations, preparing visual aids for client meetings (e.g., charts, graphs, tables), prepare correspondence and track financial plan progress.
-Manage and resolve complex client service problems relating to surrenders, bank authorizations, direct and group billing, dividends and interest. Manage cancellations, applications, flex savings and stock market certificate participation, systematic payouts, allocation changes, sub-account transfers and cash or margin checks. Call in securities transactions or other over-the-
phone transactions on behalf of clients with advisor approval. Execute online transactions on behalf of clients w/ advisor approval.
-Assist advisor in managing business by identifying possible quality improvement and efficiency solutions for the advisor's business. Maintain licensing, registration, continuing education and financial planning requirements for the office.
-Gather and/or verify information for client meetings, and participate in client data gathering meetings when requested. Document and maintain files and databases of client information and communication.
Qualifications
-Must possess the same licenses as the advisor they support, including Series 6, 7, Series 63/66 and state life, accident and health insurance licenses.
-Demonstrated analytical and organizational skills, required for case analysis tasks and data manipulations.
-Ability to clearly deliver a complex message over the phone and in client meetings.

JCODE:23918
JCODE:23919
JCODE:23269
]]> http://ameriprise.jobs2web.com/job/HIGH-POINT-Paraplanner-Job-NC-27260/679849/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://ameriprise.jobs2web.com/job/HIGH-POINT-Paraplanner-Job-NC-27260/679849/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS Paraplanner Job (Uniondale, NY, US) Job ID: 78801 Uniondale, NY 1 The Personal Advisors Group Full-Time N Regular None Accident & Health / Life / Series 6 - Limited Securities / Series 63 - State Securities / Series66-C
About Ameriprise
You give more, you want more

You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Ameriprise Financial is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company¹ yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career"
by BusinessWeek magazine.²

You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training,³ career development and
360° support guided by accessible leaders. If you're talented, driven, and ready to join a
team of professionals who work every day to help their clients plan for and achieve their
dreams, you're ready for a career at Ameriprise Financial.

¹ Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
² BusinessWeek magazine, September 4, 2008.
³ DALBAR Financial Intermediary Post-Sale Service Award 2007.

Ameriprise Financial is an equal opportunity employer.
Responsibilities
-Perform case analysis tasks, including entering and examining data and initial schedules, reviewing and interpreting financial statements and performing numerical calculations, running hypothetical illustrations, preparing visual aids for client meetings (e.g., charts, graphs, tables), prepare correspondence and track financial plan progress.
-Manage and resolve complex client service problems relating to surrenders, bank authorizations, direct and group billing, dividends and interest. Manage cancellations, applications, flex savings and stock market certificate participation, systematic payouts, allocation changes, sub-account transfers and cash or margin checks. Call in securities transactions or other over-the-
phone transactions on behalf of clients with advisor approval. Execute online transactions on behalf of clients w/ advisor approval.
-Assist advisor in managing business by identifying possible quality improvement and efficiency solutions for the advisor's business. Maintain licensing, registration, continuing education and financial planning requirements for the office.
-Gather and/or verify information for client meetings, and participate in client data gathering meetings when requested. Document and maintain files and databases of client information and communication.
Qualifications
-Must possess the same licenses as the advisor they support, including Series 6, 7, Series 63/66 and state life, accident and health insurance licenses.
-Demonstrated analytical and organizational skills, required for case analysis tasks and data manipulations.
-Ability to clearly deliver a complex message over the phone and in client meetings.

JCODE:23918
JCODE:23919
JCODE:23269
]]> http://ameriprise.jobs2web.com/job/UNIONDALE-P1-Paraplanner-Job-NY-11553/650928/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://ameriprise.jobs2web.com/job/UNIONDALE-P1-Paraplanner-Job-NY-11553/650928/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS Branch Manager Job (Centreville, VA, US) Job ID: 78947 Centreville, VA 1 The Personal Advisors Group Full-Time N Regular None Series 24 - Genl Secur. Princp / Series 63 - State Securities / Series 65 - State IAA/IAR / Series66
About Ameriprise
You give more, you want more

You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Ameriprise Financial is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company¹ yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career"
by BusinessWeek magazine.²

You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training,³ career development and
360° support guided by accessible leaders. If you're talented, driven, and ready to join a
team of professionals who work every day to help their clients plan for and achieve their
dreams, you're ready for a career at Ameriprise Financial.

Ameriprise Financial is an equal opportunity employer.

¹ Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
² BusinessWeek magazine, September 4, 2008.
³ DALBAR Financial Intermediary Post-Sale Service Award 2007.
Responsibilities
Drive profitable growth within an office; support a large geography with strong market potential by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor acquisition, retention, tenure and productivity; driving revenue and asset growth; effectively prioritizing the opportunities of the site; optimizing resources within the office; effectively managing recruiting pipeline with quality Experienced Advisor Recruit candidates.

-Develop personal book of business and drive personal practice. Generate leads for personal practice using the conversation tool(EASE).Facilitate effective sales meetings, holding workplace/corporate seminars. Service the client: present solutions by analyzing client cases, reviewing service products, business transactions. Lead and work with Complex Director or Regional Vice President to develop ongoing business planning and development for branch. Active in local community through buildling Centers Of Iinfluence's, growing personal network, etc.

-Drive growth in number of overall office Assets Under Management, High Value Client acquired and number of clients. Effectively lead advisors and staff within an office. Support a large geography with strong market potential. Assist in the development/training of advisors core skills of: high value client acquisition including referral, implementing a financial planning practice, driving sales implementation with clients.

-Drive profitable growth and results for own branch through prudent expense management (P&L) and investments in key business strategies. Provide targeted focus and resources on opportunities with highest potential. Lead and work with Complex Director or Regional Vice President to develop ongoing business planning and development for branch through both organic and inorganic strategies. Develop local programs to support client acquisition-leveraging corporate support.

-Responsible for supervision of all sales activities of registered personnel assigned to him/her; ensure sales activities are appropriate based on client objectives, goals, risk tolerance, etc. and adequate disclosure was provided. Ensure employees fulfill applicable licensing, registration and compliance requirements; adhere to firm's policies and procedures and conduct business in an ethical manner; maintain records in accordance with FINRA, NYSE and other applicable regulations.

-Coordinate advisor development opportunities leveraging all available resources to improve client acquisition, financial planning and product implementation skills. Develop understanding of advisors' strengths and weaknesses and create individualized growth plans that support client acquisition, asset gathering and product implementation. Identify high performing talent and create a leader succession plan. Line of site to external environment and strong awareness of local and national competitors.

-Develop localized recruiting strategy (including Experienced Advisor Recruit, practice acquisition and Targeted Career Changers) based on in-depth region knowledge, market conditions and performance of the competition. Build centers of influence through FPA, community involvement. Develop and support onboarding for candidates. Develop site's unique value proposition and articulate to candidates.
Manage recruiting pipeline and drive targeting and selection process across site for EAR candidates.

-Identify teaming opportunities and drive Teaming strategy across the site - facilitate partnerships between and within highly tenured, senior advisors and less experienced advisors to maximize mentoring, specialization and production opportunities. Identify target practices for acquisition and develop support for transition in partnership with corporate practice acquisition group. Cultivate a strategy for advisor community presence. Create a culture of financial planning that emphasizes Dream>Plan>Track.

-Quarterly Periodic Business Reviews with Complex Director, Regional Vice President and Regional Sales Director (Advisor Business Developement Group). Bi-weekly results review with Complex Director(key metrics, high potential advisors, etc).Weekly to bi-weekly 1:1s with advisors in branch. Monthly reviews with branch support staff.
Qualifications
-College Degree, MBA Preferred
-5+ yrs experience
-FINRA Series 7, 24, 63/66, 65/66 and 9/10 required
-Maintain the appropriate principal registrations to supervise sales of all products available.
-Maintain the appropriate principal registrations to supervise broker dealer operations, training, and marketing/advertising.
-Maintain state securities registrations in resident state, place of business, and states where securities-based compensation is received (Series 63 or 66).
-Maintain an insurance license in resident state, place of business, and states where insurance-based compensation is received.
-Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66).

JCODE:23918
JCODE:23919
JCODE:23916
JCODE:23269
]]> http://ameriprise.jobs2web.com/job/CENTREVILLE-Branch-Manager-Job-VA-20120/679038/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://ameriprise.jobs2web.com/job/CENTREVILLE-Branch-Manager-Job-VA-20120/679038/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS Supervisor: Corporate Registered Principal II Annuity Supervision (Detroit) Job (Detroit, MI, US) Job ID: 78701 Detroit, MI 1 The Personal Advisors Group Full-Time N Regular None Series 24 - Genl Secur. Princp / Series 65 - State IAA/IAR / Series66-Comb. St. Sec/IAA/IAR / Series
About Ameriprise
You give more, you want more

You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Ameriprise Financial is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company1 yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career"
by BusinessWeek magazine.2

You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training,3 career development and
360° support guided by accessible leaders. If you're talented, driven, and ready to join a
team of professionals who work every day to help their clients plan for and achieve their
dreams, you're ready for a career at Ameriprise Financial.

Ameriprise Financial is an equal opportunity employer.

1 Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
2 BusinessWeek magazine, September 4, 2008.
3 DALBAR Financial Intermediary Post-Sale Service Award 2007.
Responsibilities
Direct leadership of Centralized Supervision Unit (CSU) corporate Registered Principals (RPs) who provide direct sales supervision of annuity products. Provide second level of supervision for complex and escalated issues. Contact with advisors, field leaders and clients required in addition to analysis of information from multiple systems.

-Provide leadership to team of corporate Registered Principals providing direct supervision of advisors' sales practice. Includes daily monitoring of workflow and making adjustments to ensure supervision is completed timely, regular assessment of team and individual performance, and hiring and training of staff.
-Provide second level of supervision and/or approval for complex annuity transactions and escalated issues including advisor disagreements, reversal of trades and/or fees.
-Serve as subject matter expert providing information and/or research to other CSU RPs and business partners including Compliance cases.
-Communicate with advisors and field leaders regarding results of supervisory activity including one-on-one training.
-Communicate with clients regarding activity to determine suitability.
Qualifications
-College degree
-2-3 years experience in the financial services industry or related
-Strong written and verbal communication skills; field communication experience preferred.
-Strong analytic skills.
-Leadership skills required; leadership experience preferred.
-Fully registered and licensed to cover all products and services supervised by staff.
-Comprehensive knowledge of the features and benefits of annuity products and complex annuity sales strategies



JCODE:23918
JCODE:23919
JCODE:23269
JCODE:23922
]]> http://ameriprise.jobs2web.com/job/DETROIT-Supervisor-Corporate-Registered-Principal-II-Annuity-Supervision-(Detroit)-Job-MI-48201/644934/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://ameriprise.jobs2web.com/job/DETROIT-Supervisor-Corporate-Registered-Principal-II-Annuity-Supervision-(Detroit)-Job-MI-48201/644934/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS Corporate Registered Principal II Annuity Supervision - Detroit Job (Detroit, MI, US) Job ID: 78702 Detroit, MI 12 The Personal Advisors Group Full-Time N Regular None Series 24 - Genl Secur. Princp / Series 65 - State IAA/IAR / Series66-Comb. St. Sec/IAA/IAR / Series
About Ameriprise
You give more, you want more

You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Ameriprise Financial is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company1 yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career"
by BusinessWeek magazine.2

You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training,3 career development and
360° support guided by accessible leaders. If you're talented, driven, and ready to join a
team of professionals who work every day to help their clients plan for and achieve their
dreams, you're ready for a career at Ameriprise Financial.

Ameriprise Financial is an equal opportunity employer.

1 Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec. 31, 2008, and the number of CFP® professionals documented by the Certified Financial Planner Board of Standards, Inc.
2 BusinessWeek magazine, September 4, 2008.
3 DALBAR Financial Intermediary Post-Sale Service Award 2007.
Responsibilities
Direct sales supervision of annuity transactions. Contact with advisors, field leaders and clients required in addition analysis of information from multiple systems.

-Supervise all new accounts and trades for annuity transactions
-Communicate with advisors and field leaders regarding results of supervisory activity including one-on-one training.
-Communicate with clients regarding activity to determine suitability.
-Serve as subject matter expert providing information and/or research to other Central Supervision Unit (CSU) Registered Principals and business partners including compliance cases.
Qualifications
Required qualifications:
-College degree
-2-3 years financial services industry experience.
-Fully registered and licensed to cover all products and services supervised including current Insurance Producer License.
-Strong analytical skills.
-Strong written and verbal communication skills.
-Comprehensive knowledge of the features and benefits of annuity products and complex annuity sales strategies

JCODE:23918
JCODE:23919
JCODE:23269
JCODE:23922
]]> http://ameriprise.jobs2web.com/job/DETROIT-Corporate-Registered-Principal-II-Annuity-Supervision-Detroit-Job-MI-48201/644935/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS http://ameriprise.jobs2web.com/job/DETROIT-Corporate-Registered-Principal-II-Annuity-Supervision-Detroit-Job-MI-48201/644935/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W_RSS