Financial Advisor Associate: Launch Client Planning Career

Ameriprise Financia; Dunwoody (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Ameriprise Financial is seeking a motivated candidate to partner with an experienced advisor and build a personal client book. You will pursue licensing, credentialing, and an ongoing planning relationship to help clients meet their goals.

Responsibilities include supporting seasoned advisors, delivering financial plans, and executing a robust practice-building plan with data-driven insights and strong client service. A four-year degree is required.

Qualifications

• Degree and licenses within 150 days of hire.
• Strong verbal, written and listening communication skills.
• Accountability to outcomes in a goal-driven environment.

Responsibilities

• Assist seasoned financial advisors and build a personal client pipeline.
• Develop licensing and appointment preparation plans and timelines.
• Help create and deliver financial plans and client illustrations.
• Identify prospects and support marketing plans to grow the practice.
• Support operations, budgets, and client service delivery models.

Skills

Licensing

Client focus

Team collaboration

Education

Four-year college degree

Job description

Ameriprise Financial is seeking a motivated candidate to partner with an experienced advisor and build a personal client book. You will pursue licensing, credentialing, and an ongoing planning relationship to help clients meet their goals.

Responsibilities include supporting seasoned advisors, delivering financial plans, and executing a robust practice-building plan with data-driven insights and strong client service. A four-year degree is required.