Financial Advisor Associate — Build Your Client Book

Ameriprise Financial Services, LLC; Raleigh (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Ameriprise Financial Services, LLC in Raleigh, NC is seeking a candidate to build a personal book of business and help shape clients’ financial futures. You will develop a pipeline, engage with personal and professional contacts, and work with experienced advisors to deliver comprehensive financial planning services.

The role emphasizes licensing milestones (Series 7, S63/S66, S65) and delivering client-centric financial plans while maintaining high professional standards and a strict regulatory

Qualifications

• Outstanding verbal, written and listening communication skills.
• Drive to succeed in a goal-oriented environment.
• Willingness to learn from seasoned advisors and be part of a team.

Responsibilities

• Obtain required licenses within 150 days of hire (Series 7, S63/S66).
• Assist seasoned advisors in building client relationships and pipelines.
• Develop and implement a robust marketing plan to acquire clients.
• Gather and analyze data to develop financial planning recommendations.
• Prepare and deliver financial plans and maintain ongoing client relationships.

Skills

Communication skills

Verbal communication

Written communication

Accountability

Goal-oriented

Team-oriented

Education

Four-year college degree

Job description

Ameriprise Financial Services, LLC in Raleigh, NC is seeking a candidate to build a personal book of business and help shape clients’ financial futures. You will develop a pipeline, engage with personal and professional contacts, and work with experienced advisors to deliver comprehensive financial planning services.

The role emphasizes licensing milestones (Series 7, S63/S66, S65) and delivering client-centric financial plans while maintaining high professional standards and a strict regulatory