Associate Financial Advisor: Client Planning & Strategy

RiverSource Life Insurance Company; Austin, Northern (MN, KY); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Ameriprise Financial is hiring an Associate Financial Advisor in Austin, MN. The role supports the advisor by handling client data, preparing plans, and delivering client-focused service in a fast-paced practice.

With a college degree and 2+ years in a similar role, you will hold Series 7/66 and state life/health licenses. Expect steady client interaction, plan development, and ongoing professional growth in a franchise-owned environment.

Qualifications

• College degree or higher required.
• 2+ years of similar financial advisory experience.
• Series 7 and Series 66 licenses with life/health insurance credentials.

Responsibilities

• Assist in daily office operations and client service.
• Support advisors in client meetings and data gathering.
• Prepare financial plans and deliverables for clients.
• Enter client data into planning tools and run illustrations.
• Help execute recommendations and track client actions.

Skills

Client data

Client meetings

Communication

Analytical

Education

Bachelor's degree or higher

Tools

Financial Planning Tool Suite

Job description

Ameriprise Financial is hiring an Associate Financial Advisor in Austin, MN. The role supports the advisor by handling client data, preparing plans, and delivering client-focused service in a fast-paced practice.

With a college degree and 2+ years in a similar role, you will hold Series 7/66 and state life/health licenses. Expect steady client interaction, plan development, and ongoing professional growth in a franchise-owned environment.