Financial Advisor Associate: Build Your Client-Focused Practice

Ameriprise Financial Services; Seattle (WA); On-site; USD 31,000 - 38,000; Full time

Job summary

Ameriprise Financial Services in Seattle seeks a motivated professional to work with an experienced advisor, building a personal book of business and developing ongoing financial planning relationships focused on helping clients achieve their goals. You will develop a pipeline of personal and professional contacts and new leads.

You will obtain required licenses within 150 days, attend licensing coaching, and support seasoned advisors in delivering a comprehensive client experience.

Qualifications

• Strong communication skills (verbal, written, listening).
• Willingness to obtain required licenses within 150 days of hire.
• Team-oriented, client-focused approach.

Responsibilities

• Build a pipeline of personal and professional contacts and new leads.
• Obtain FINRA Series 7, S63/S66, IAR (S65/S66) and Life/Health/Variable products licenses within 150 days.
• Assist seasoned advisors in helping clients reach their financial goals.
• Deliver a differentiated client experience and support clients and prospects holistically.
• Develop and execute a marketing plan to acquire new clients and engage in planning conversations.

Skills

Communication skills

Team collaboration

Goal-oriented

Education

Four-year college degree

Job description

Ameriprise Financial Services in Seattle seeks a motivated professional to work with an experienced advisor, building a personal book of business and developing ongoing financial planning relationships focused on helping clients achieve their goals. You will develop a pipeline of personal and professional contacts and new leads.

You will obtain required licenses within 150 days, attend licensing coaching, and support seasoned advisors in delivering a comprehensive client experience.