Associate Financial Advisor – Growth & Client Focus

Ameriprise Financial Services, LLC; Foley (AL); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Paid Time Off

401(k) with matching

Health insurance/medical expense

Job summary

Ameriprise Financial Services, LLC is seeking an Associate Financial Advisor for a full‑time on‑site role in Pensacola, FL. You will help develop and implement financial plans focused on retirement, investments, and overall financial strategies, gathering data, proposing plans, and supporting client relationships.

The position requires a Bachelor’s degree in finance or related field, plus licenses (Series 7/66 or 65/63) or willingness to obtain, with strong analytical and communication skills to

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 required or obtainable.
• Strong analytical, organizational, and communication skills with attention to regulatory compliance.
• Client-focused mindset with the ability to build trust and collaborate in an advisory team.
• Experience in financial planning and advisory to support client strategies.

Responsibilities

• Gather and analyze client financial data and prepare plan proposals.
• Monitor investment portfolios and align recommendations with client goals.
• Participate in client meetings and maintain documentation in firm systems.
• Stay current on market trends, products, and regulatory requirements.
• Collaborate with team to deliver compliant client service.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Education

Bachelor's degree in finance or related field

Series 7 / Series 66 or 65 & 63 licenses and state insurances (or willingness to obtain)

Job description

Ameriprise Financial Services, LLC is seeking an Associate Financial Advisor for a full‑time on‑site role in Pensacola, FL. You will help develop and implement financial plans focused on retirement, investments, and overall financial strategies, gathering data, proposing plans, and supporting client relationships.

The position requires a Bachelor’s degree in finance or related field, plus licenses (Series 7/66 or 65/63) or willingness to obtain, with strong analytical and communication skills to