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Ethos Financial Partners
A private wealth advisory practice of Ameriprise Financial Services, LLC
Our Firm
Ethos Financial Partners is a private wealth advisory practice of Ameriprise Financial Services, Inc. We are in the top ranked Franchises at Ameriprise and are a thriving and growing team practice.
We are seeking an experienced candidate in our Albuquerque, New Mexico office. We also have office locations in Grand Junction, CO and Thornton, CO.
People join our firm because they want to accomplish something meaningful and bigger than themselves, making a difference in other people’s lives. Our main priority is to serve the financial needs of our clients through excellent personal service. Through our caring advice, we help individuals and families attain confidence in the future, balancing their dreams for tomorrow with their goals and desires for today. From retirement strategies and investment planning to tax planning and much more, we help clients live the life they’ve earned and deserve.
Position Overview
This is an exciting opportunity to join the Ethos Financial Partners team as a Servicing Advisor. The Servicing Advisor is not a producing advisor; instead, he or she is dedicated to supporting the needs of a Financial Advisor and his or her clients. This is an amazing opportunity for someone who may be looking to become a producing advisor after spending a few years in this role.
Job Duties
This is a high-level explanation of the duties. The likelihood of change and the degree of change is high.
Requirements
Job Skills
More About Ethos Financial Partners
Mission Statement:
At Ethos Financial Partners, we are devoted to helping people live more confident and fulfilled lives by protecting what matters most. To accomplish this, our team of professionals works together to develop a customized roadmap tailored to each client’s values, financial objectives and life goals.
Vision Statement:
To be the financial advice team of choice by helping our communities fulfill and protect their life dreams.
We care about what’s important to you
Your financial goals are individual, and we can help you achieve them.
We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.
The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.
With the right financial advice, life can be brilliant.
Areas of focus
Benefits:
Compensation package:
Weekly schedule:
Work setting:
Full Time
$53k-69k (estimate)
06/24/2024
07/13/2024
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.