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Welcome to

Welcome to. American Express Financial Advisors _____________________________ The Company of Choice. American Express. A leader worldwide Trusted for value, quality and service Known for American Express cards, traveler’s checks, travel services But also a pioneer in financial planning

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Welcome to

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  1. Welcome to American Express Financial Advisors _____________________________ The Company of Choice

  2. American Express A leader worldwide • Trusted for value, quality and service • Known for American Express cards, traveler’s checks, travel services • But also a pioneer in financial planning • Well-positioned to be a leader in financial services in the U.S. and around the world

  3. Financial PlanningA Growing Industry & A Great Career • Increased interest in stocks & investing • More 401(k)’s, IRA’s, retirement plans • Internet: more doing it themselves • Yet - more complex financial situations with an increased need for help • How to deal with retirement planning, 401(k) rollovers, paying for college, major purchases and life decisions • American Express Financial Advisors is uniquely positioned to help

  4. Financial Advisors at American Express • Help clients identify financial goals & needs, and then take action to realize their dreams • Offer a wide array of financial products and services • The heart of relationships with clients is financial planning • Our approach differentiates us from our competitors

  5. The Financial Advisor’s Role • Locate clients • Set appointments • Meet with clients • Analyze information • Recommend and sell • Provide service • Help coach other advisors

  6. Financial Advisor - A Great Career- But It’s Not for Everybody To succeed & thrive as a financial advisor takes unique skills, abilities & perspective. The job requires: • Initiative • Communications & persuasive ability • Ability to market to locate clients • Analytical ability • Strong interpersonal skills • Persistence & Resilience • Entrepreneurial perspective The job can take hard work & long hours - especially at first

  7. Getting Started as aFinancial Advisor To be appointed as a “Client-Ready Advisor” - able to meet with clients and sell, you need to: Pass all exams & receive needed NASD and state securities licenses Receive a satisfactory background investigation Successfully complete initial training Meet Pre-Client Ready activity requirements

  8. Two Options as you begin You can choose how to prepare & do initial training: • “Sponsorship and Self-Study” • “Immediate Hire, then Licensing” Choose what’s best for you at the time of an offer

  9. Marketing AEFA Sales Techniques Product Knowledge Technology Financial Planning Quality of Advice Regulatory Compliance Foundations of selling Relationship selling Emotional competence Activity to be client ready: Set client appointments Self-generated leads Mastery of client interview skills Extensive Initial Training- whichever path you choose

  10. Rewarded for What You Do: Competitive Pay & Benefits Compensation: • Hourly pay + overtime during initial training - when you are employed as a “PCR” advisor • Draw & GDC Bonus as a Client Ready Advisor • Commissions need to exceed draw to succeed Benefits: • Comprehensive benefits - Many effective the first day of hire: medical, dental, life insurance, paid time off, etc. • Others effective after one year: Co. 401(k) contribution, retirement, profit sharing, etc.

  11. We are selective • We use a multi-phase selection process • Includes a Career Suitability Profile, In-depth Assessment, & a Career Preview to give you realistic information about the career and our expectations We want to be sure that this career is the right fit - for you and us - so that you can be successful as a financial advisor

  12. NEXT STEPS Complete the “Career Suitability Profile” • Multi-part inventory on a computer disk • Takes about 30 - 45 min. to complete • We will contact you about next steps in the process if there appears to be a fit Thank you for your interest in the financial advisor career at American Express Financial Advisors

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