Associate Financial Advisor — Build Your Practice & Client Impact

Ameriprise Financial Services

Vacaville (CA)

On-site

USD 80,000 - 110,000

Full time

7 days ago

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Job summary

Ameriprise Financial is seeking an Associate Financial Advisor to support the lead advisor in a franchise practice. You will assist in client data gathering, planning deliverables, and coordinating engagements while upholding high standards of ethics and regulatory compliance.

The role emphasizes client relationship support, planning prep, and business management tasks such as scheduling seminars and maintaining client records; requires active licenses (Series 7/66) and state life, accident and

Qualifications

Assists in client data gathering and planning preparation.
Supports advisory meetings and accurate note entry.
Coordinates projects and client seminars, tracking progress.

Responsibilities

Financial Planning and Advice: identify clients, prepare for meetings, enter data, create deliverables, analyze cases, present recommendations, track actions, answer client questions.
Product Solutions: assess risk tolerance/goals, run illustrations, develop deliverables, persuade clients, execute trades, rebalance as needed, manage wholesaler relationships.
Business Management & Client Care: review methods, delegate work, participate in stand-up meetings, train staff, maintain client management system, respond to emails, keep records.