Aspiring Financial Advisor: Grow a Wealth Practice

Ameriprise Financial Services, LLC; Kirksville (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

Ameriprise Financial Services, LLC in Kirksville, MO is seeking an associate financial advisor to help clients plan for their financial future. You will build relationships, gather data, and deliver comprehensive planning with a focus on personalized service.

The role involves analyzing client needs, recommending investments, and guiding compliance while leveraging planning tools and client management systems to support growth.

Qualifications

• Licenses for securities required or obtainable (Series 7, Series 66) and life/health insurance registrations.
• Ability to communicate planning concepts clearly and build client relationships.
• Interest in growing the business with initiative in business development.

Responsibilities

• Identify clients for planning relationships and gather data.
• Prepare planning discussions and client meeting deliverables.
• Enter client data into the Financial Planning Tool Suite.
• Analyze cases and develop recommendations.
• Conduct client meetings to present advice and next steps.
• Assist clients in understanding investment options.
• Set up and maintain client files and management system.
• Provide ongoing communication via email and calls.

Skills

Entrepreneurial mindset

Present planning strategies

Investment recommendations

Resource planning

Regulatory compliance

Compliance guidance

Education

Series 7 license

Series 66 license

State life, accident and health insurance licenses

Tools

Financial Planning Tool Suite

Client management system

Job description

Ameriprise Financial Services, LLC in Kirksville, MO is seeking an associate financial advisor to help clients plan for their financial future. You will build relationships, gather data, and deliver comprehensive planning with a focus on personalized service.

The role involves analyzing client needs, recommending investments, and guiding compliance while leveraging planning tools and client management systems to support growth.