What are the responsibilities and job description for the Financial Planning Sales Associate position at Ameriprise Financial, LLC Franchisee?
Job Summary
We are seeking a detail-oriented and analytical Financial Planning Sales Associate to join our dynamic finance team as a contractor. The ideal candidate will play a crucial sales and marketing support role. This position requires excellent communication and social engagement skills with background and experience in financial planning and investment principles.
Duties
- Work with financial practice management team to develop and execute marketing strategies to a niche financial planning target audience.
- Maintain compliance with state, federal and company security laws and standards.
Skills
- Intelligent self-starter
- Excellent communication and interpersonal skills.
- Foundational understanding of financial planning and investing.
- Proficiency in spreadsheet management or other project management tools to track and communicate activity.
- Experience in social media content generation, monitoring and directing activity to data aggregating tools (contact forms, email lists, etc.)
- Ability to set goals, monitor, and report progress to the team.
Job Type: Contract
Pay: $40.00 - $75.00 per hour
Expected hours: 10 – 20 per week
Compensation Package:
- 1099 contract
- Signing bonus
Work Location: In person
Salary : $40 - $75