Financial Advisor Associate

Ameriprise Financial Services, LLC; Clayton (MO); On-site; USD 49,000 - 72,000; Full time

Job summary

Join a leading financial services firm as a Financial Advisor Associate in Clayton, MO. Work alongside experienced advisors to build a client portfolio while meeting required licensing qualifications. This full-time role emphasizes communication, perseverance, and a goal-oriented mindset in helping clients achieve their financial aspirations.

Qualifications

• Requires obtaining licenses such as FINRA Series 7 and state securities registration.
• High level of confidence and accountability to results.

Responsibilities

• Assist seasoned financial advisor(s) in achieving client goals.
• Develop and execute marketing plans for client acquisition.
• Provide holistic support to clients.

Skills

Communication

Goal-oriented

Perseverance

Education

Four-year college degree

Job description

Join to apply for the Financial Advisor Associate role at Ameriprise Financial Services, LLC

1 day ago Be among the first 25 applicants

Join to apply for the Financial Advisor Associate role at Ameriprise Financial Services, LLC

Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.

Key Responsibilities

Obtain Your Required Licenses/credentials Within 150 Days Of Hire

• FINRA Series 7
• Active State Securities Agent Registration (S63 or S66)
• Active IAR Registration (S65 or S66) and
• State Life, Health Insurance and Variable Products lines.Attend and engage in licensing coaching, as required. Be accountable for making progress within the program’s licensing and appointment preparation timelines.
  
  

Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.

Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.

Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:

• Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals.
• Identify clients to engage or re-engage in financial planning relationships.
• Gather and analyze data and develop financial planning recommendations.
• Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients.
• Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
• Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
• Manage the practice’s client service model and consistent execution.Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.
  
  

Required Qualifications

Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.

Preferred Qualifications

Four-year college degree from an accredited institution.

High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.

Show accountability to your results.

Outstanding verbal, written and listening communication skills.

Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Sales

Line of Business

AAG Ameriprise Advisor Group

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Ameriprise Financial Services, LLC by 2x

Get notified about new Financial Advisor jobs in Clayton, MO.

St. Louis County, MO $225,000.00-$275,000.00 3 weeks ago

St Louis, MO $49,000.00-$52,000.00 1 week ago

Webster Groves, MO $68,900.00-$73,300.00 5 days ago

St Charles, MO $80,000.00-$100,000.00 2 days ago

Des Peres, MO $60,000.00-$200,000.00 8 months ago

Des Peres, MO $40,000.00-$100,000.00 2 weeks ago

Belleville, IL $80,000.00-$100,000.00 2 days ago

St Louis, MO $80,000.00-$100,000.00 5 days ago

College Financial Representative, Internship Program

St Louis, MO $500.00-$1,000.00 3 weeks ago

J.P. Morgan Wealth Management – Private Client Advisor - Richmond Heights, Missouri

College Financial Representative, Internship Program

College Financial Representative, Internship Program

Greater St. Louis $135,000.00-$400,000.00 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.