Associate Financial Advisor

Ameriprise Financial Services, LLC; Westerville (OH); On-site; USD 28,000 - 55,000; Full time

Job summary

P. Randolph Financial Group, affiliated with Ameriprise Financial Services, LLC, seeks a licensed Associate Financial Advisor to join our growing team on a full-time or part-time basis. You will work directly with clients, delivering advice in a collaborative, compliance‑driven environment.

The ideal candidate is client-focused, organized, and prepared to help individuals and families pursue their financial goals within a supportive team and regulatory framework.

Qualifications

• Must hold Series 7 and Series 63 or 66 licenses.
• Willingness to obtain Life & Health licenses for long‑term advancement.

Responsibilities

• Provide financial planning and investment advice to clients.
• Support and advise existing clients in a collaborative team environment.
• Work within a regulated framework to ensure compliance and professional standards.

Skills

Series 7

Series 63

Series 66

Life & Health license

Job description

Company Description

P. Randolph Financial Group, a private wealth advisory practice affiliated with Ameriprise Financial Services, LLC, is focused on helping clients navigate their financial lives through personalized advice, financial planning, and investment management.

Our team is committed to building lasting client relationships and delivering thoughtful financial guidance tailored to each client's goals and circumstances. We pride ourselves on a collaborative culture that values professionalism, integrity, client service, and continuous growth.

While affiliated with Ameriprise Financial Services, LLC, P. Randolph Financial Group operates as an independent financial advisory practice, providing advisors the opportunity to work in a supportive team environment while leveraging the resources, technology, and capabilities available through Ameriprise.

Role Description

Associate Financial Advisor

P. Randolph Financial Group is seeking a licensed Associate Financial Advisor to join our growing team on either a full-time or part-time basis.

This role is ideal for an experienced advisor who enjoys working directly with clients and delivering advice but is looking for a collaborative environment rather than a purely production-driven model.

Key highlights include:

• Competitive hourly compensation
• Not a commission-only position
• Opportunity to support and advise existing clients
• Team-based environment focused on collaboration and client service
• Path for long-term career growth
• Series 7 and Series 63 or 66 required
• Willingness to obtain Life & Health licenses for long-term advancement opportunities

The ideal candidate is client-focused, organized, and committed to helping individuals and families work toward their financial goals while operating within a highly regulated and compliance-focused environment.

P. Randolph Financial Group is a financial advisory practice of Ameriprise Financial Services, LLC. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC.