Associate Financial Advisor — Hybrid, Growth & Client Impact

Ameriprise Financial; Honolulu (HI); Hybrid; USD 85,000 - 150,000; Full time

Benefits offered by this job

401(k) with 3% match and 2% profit分享

Life insurance

Short-term and long-term disability

Competitive paid time off

Potential succession opportunity

Job summary

Ameriprise Financial is seeking an Associate Financial Advisor to join a thriving solo practice with over 25 years of experience and assets exceeding $400 million. You will engage with clients, nurture existing relationships and actively bring new clients on board while assisting in asset management under seasoned guidance.

The role is full-time, in-person with potential hybrid arrangements. Expect licenses within 3 months (Series 7/66, Minnesota Life & Health) and relocation to Edina, MN 55435.

Qualifications

• Minimum requirement of an undergraduate degree or higher.
• Preferred: Over 10 years of experience in the financial planning industry.
• Required licenses (or commitment to obtaining within the first 3 months of hire): Series 7, Series 66, and Minnesota State Life & Health.
• CFP designation preferred, or willingness to obtain over time.

Responsibilities

• Build relationships with existing clients to better serve and support them.
• Initially work with 70-80 high value financial planning clients.
• Actively engage in new client acquisition to grow the practice.
• Attend client meetings, take notes, document action items, and efficiently collaborate with the team on tasks.
• Perform in-depth analysis of client financial situations and create tailored financial plans.
• Assist in market research and portfolio management.
• Prepare financial planning summary letters.
• Follow up on client calls and requests.

Skills

Team player

Integrity

Attention to detail

Organizational skills

Communication skills

Time management

Compliance with FINRA

Education

Undergraduate degree

Series 7 license

Series 66 license

Minnesota Life & Health license

CFP designation preferred

Job description

Ameriprise Financial is seeking an Associate Financial Advisor to join a thriving solo practice with over 25 years of experience and assets exceeding $400 million. You will engage with clients, nurture existing relationships and actively bring new clients on board while assisting in asset management under seasoned guidance.

The role is full-time, in-person with potential hybrid arrangements. Expect licenses within 3 months (Series 7/66, Minnesota Life & Health) and relocation to Edina, MN 55435.