Financial Underwriter jobs in Madison, WI

Responsibilities:

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

• Perform case analysis, develop recommendations, and create planning deliverables

• Prepare for and participate in client meetings, present recommendations

• Communicate regularly with clients according to agreed upon actions; maintain accurate client records

• Monitor economy, markets, and world events to determine strategic rebalancing

• Assess risk tolerance, goals, and timeframe to make recommendations

• Develop product deliverables and persuade clients to act upon advice

• Execute trades to align with proposed portfolio; conduct transactions on behalf of clients

• Actively participate in team meetings, training, and quality improvements

Qualifications:

• Bachelor's in business administration, Finance or related OR equivalent experience

• 2 years of experience in a Financial Advisor role or similar*

• Strong written and verbal communication skills

• Demonstrated analytical and problem solving skills

• Positive attitude with willingness to learn, comfortable in small-team dynamic/atmosphere

*Assumed securities license (including SIE, Series 7, Series 66, or equivalents) and insurance

Ameriprise Company Attributes:

• Nine out of 10 Ameriprise advisors say they have better technology, financial planning and ability to acquire clients than they did at their prior firms.

• Named the #1 most trusted wealth management company by Investor’s Business Daily.

• One of 380 companies included in the 2021 Bloomberg Gender Equality Index.

• Ameriprise client mobile app ranked in top 5 wealth management apps in the U.S.

• Ameriprise CRM, Salesforce, features integrated efficiencies driving superior growth.

• Ameriprise is rated 4.9 out of 5 starts in overall client satisfaction.

• Speaking to the strength and stability of the firm, Ameriprise manages and administers assets totaling more than $950 billion.

• In 2018, Ameriprise Financial, along with its employees and advisors, contributed approximately 100,000 volunteer hours, awarded 247 grants, supported more than 7,800 non-profit organizations across the U.S. and internationally and 68% corporate employee participation in the company’s annual giving campaign, more than double the national average.

• Proud 125-year legacy at Ameriprise, having built the reputation based on financial strength, integrity and an untarnished reputation for doing what’s right.

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.