Associate Financial Advisor

Are you the type of person with an entrepreneurial spirit who sets high standards and strives for excellence? Do you have a passion for finance and helping people? Do you dream of becoming a financial advisor?

Achieve your dreams and help clients realize theirs with a career at Ameriprise Financial.

Our success is based on relationships, established and strengthened by talented people like you. Ameriprise Financial is a longstanding leader in financial planning and advice with a holistic approach that fosters lasting personal relationships and helps people feel confident about their financial future. When you join Ameriprise, you’ll find unparalleled culture, support and opportunities to make a difference in clients’ lives.

Financial planning and advice

• Identify clients to engage in planning relationships
• Prepare planning discussions and deliverables for client meetings
• Gather and enter client data into Financial Planning Tool Suite
• Perform case analysis and develop recommendations
• Conduct and participate in client meetings to deliver recommendations and advice
• Answer questions for clients and hold clients accountable

• Assess the client’s risk tolerance, goals and time frame
• Recommend portfolio and product solutions to clients based on their needs
• Conduct transactions and execute trades to align with portfolios on behalf of clients
• Monitor economy, markets, and world events to determine strategic rebalancing
• Manage wholesaler relationships

• Review and implement work methods and procedures for quality improvement
• Delegate work and provide feedback, training and technical/general support
• Set up and maintain files, records and client management system
• Ongoing communication with clients including email, phone calls and letters

• Ability to present planning strategies
• Entrepreneurial desire to grow the business with initiative in business development
• Ability to recommend suitable investment products and services
• Success at planning/managing resources and high level of interpersonal skills
• Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial
• Ability to support and provide guidance for compliance

Have or be able to obtain licenses and registrations for securities, including:
Series 7, Series 66, and State life, accident and health insurance licenses

Kuttin Wealth Management is a Hauppauge based wealth management firm with over $16 billion dollars under management and more than 15,000 clients. Kuttin Wealth Management has been ranked by Barron’s as a top 100 Financial Advisor nationwide. Additionally, our firm has been ranked by Barron’s magazine as a top 100 Independent Financial Advisor nationwide for 23 years in a row, earning us the recognition of a Barron's Hall of Fame advisor!

Our firm has also been ranked in Forbes Best-in-State Wealth Advisors list as well. Our vision is to not only be known as a consistent Barron’s Top 100 Wealth Management Firm, but to also be known industry wide as a supercharged Leadership Development practice. We see massive growth going into the future. Our purpose is to help our employees and clients attain happiness and become better human beings.