Associate Financial Advisor

Ameriprise Financial Services, LLC; Pensacola (FL); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Paid time off

401(k) with matching

Health insurance/medical expense stipd

Job summary

Ameriprise Financial Services, LLC in Pensacola, FL seeks an Associate Financial Advisor to support clients and lead advisors by developing and implementing financial plans focused on retirement, investments, and overall strategies. This full-time, on-site role gathers and analyzes client data, prepares proposals, and assists with recommendations aligned to goals and risk tolerance.

Applicants should hold a bachelor’s degree in finance, business, economics, or related field; licenses such as

Qualifications

• Bachelor’s degree in finance, business, economics, or related field.
• Licenses such as Series 7, Series 66 or 65 & 63, and applicable state insurances or willingness to obtain within a specified time period.
• Strong analytical, organizational, and communication skills, with attention to detail and regulatory compliance.
• Client-focused mindset with the ability to build trust and work collaboratively in an advisory team.

Responsibilities

• Gather and analyze client financial data and prepare plan proposals.
• Monitor investment portfolios and provide product and service recommendations aligned with client goals and risk tolerance.
• Participate in client meetings and maintain accurate documentation in firm systems.
• Stay current on market trends, product offerings, and regulatory requirements while collaborating with the team.

Skills

Financial Planning

Financial Advisory

Finance & Investments

Retirement Planning

Analytical Skills

Communication Skills

Regulatory Compliance

Team Collaboration

Education

Bachelor's degree in finance, business, economics, or related field

Job description

Company Description

Ameriprise Financial Services, LLC has been helping clients feel more confident about their financial future for over 130 years, offering investment advice, asset management, and insurance solutions. Supported by a nationwide network of approximately 10,000 financial advisors and corporate locations across the U.S. and globally, Ameriprise serves a broad range of individual and institutional investors. The firm emphasizes informed decision-making and encourages clients to work with a financial advisor to tailor strategies to their specific needs. Ameriprise is a registered investment adviser and a member of FINRA and SIPC, providing investment advisory products and securities that involve market risk, including potential loss of principal. The company is committed to regulatory compliance, transparent disclosures, and high standards of client service.

Role Description

The Associate Financial Advisor role is a full-time, on-site position based in Pensacola, FL. This role supports clients and lead advisors by helping develop and implement financial plans focused on retirement, investment, and overall financial strategies. Day-to-day responsibilities include gathering and analyzing client financial data, preparing plan proposals, monitoring investment portfolios, and assisting with product and service recommendations aligned with clients’ goals and risk tolerance. The Associate Financial Advisor will participate in client meetings, handle follow-up tasks, maintain accurate documentation in firm systems, and support ongoing client relationship management. The role also involves staying current on market trends, product offerings, and regulatory requirements, while collaborating closely with team members to deliver a consistent and compliant client experience.

Qualifications

• Candidates should possess skills in Financial Planning and Financial Advisory to support comprehensive client strategies and recommendations.
• Candidates should possess skills in Finance and Investments to analyze portfolios, interpret market information, and evaluate investment options.
• Candidates should possess skills in Retirement Planning to help design and maintain long-term income and asset allocation strategies for clients.
• Bachelor’s degree in finance, business, economics, or a related field required.
• Relevant licenses (such as Series 7, Series 66 or 65 & 63, and applicable state insurances or willingness to obtain within a specified time period are required.
• Strong analytical, organizational, and communication skills, with attention to detail and commitment to regulatory compliance.
• Client-focused mindset with the ability to build trust, maintain confidentiality, and work collaboratively in an advisory team environment.

Pay and benefits:

Starting salary of $75,000+, commensurate with relevant experience, credentials, and qualifications. Candidates who bring an existing book of business or established client relationships may be eligible for a customized compensation package, including salary, incentive compensation, and revenue-sharing arrangements based on the scope and quality of the business transitioned to the firm.

Paid Time Off

401(k) with matching

Health insurance/medical expense stipend