Associate Financial Advisor: Growth & Client Impact

Ameriprise Financial Services, LLC; Vacaville (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

Ameriprise Financial is seeking an Associate Financial Advisor to support a financial planning practice operated by an independent franchise owner. You will help with client data, planning deliverables, client meetings, and day‑to‑day operations to deliver a premium client experience.

This role emphasizes relationship management, compliance, and collaboration with the advisor. Requirements include a college degree or higher, 2+ years of related experience, and licenses (Series 7, 66,

Qualifications

• College degree or higher.
• 2+ years of similar experience.
• Series 7, Series 66, and State life, accident and health license.

Responsibilities

• Identify clients to engage or re-engage in planning relationships.
• Prepare for client meetings focused on planning discussions.
• Gather and enter client data into Financial Planning Tool Suite.
• Create planning deliverables.
• Perform case analysis and develop recommendations.
• Conduct and/or participate in client meetings to present recommendations/deliver advice.
• Track/hold clients accountable to agreed upon actions.

Education

College degree or higher

2+ years of similar experience

Series 7, Series 66, and State life, accident and health license

Job description

Ameriprise Financial is seeking an Associate Financial Advisor to support a financial planning practice operated by an independent franchise owner. You will help with client data, planning deliverables, client meetings, and day‑to‑day operations to deliver a premium client experience.

This role emphasizes relationship management, compliance, and collaboration with the advisor. Requirements include a college degree or higher, 2+ years of related experience, and licenses (Series 7, 66,