Financial Advisor Associate: Launch Your Advisory Career

Ameriprise Financial Services; Alpharetta (GA); On-site; USD 65,000 - 100,000; Full time

Job summary

Ameriprise Financial Services is seeking a driven professional to partner with an experienced advisor and build a personal book of business, focusing on comprehensive financial planning for clients. You will develop leads, nurture relationships, and help shape clients' financial futures.

You'll work toward licensing (Series 7, S63/S66, S65) within 150 days, participate in marketing efforts, and collaborate with a team to deliver client-centric strategies while adhering to regulatory standards.

Qualifications

• Join Ameriprise in a team practice and support a seasoned financial advisor.
• Four-year college degree from an accredited institution.
• Strong communication, written and listening skills.
• Willingness to learn from seasoned advisors and be part of a collaborative environment.

Responsibilities

• Obtain required licenses/credentials within 150 days of hire.
• Assist seasoned financial advisor(s) in working with clients to help them achieve their financial goals.
• Develop and execute a robust marketing plan to grow the practice's client base.
• Identify clients to engage or re-engage in financial planning relationships.
• Gather and analyze data to develop financial planning recommendations and deliver client plans.

Skills

Communication skills

Goal-oriented

Team-oriented

Education

Bachelor's degree

Job description

Ameriprise Financial Services is seeking a driven professional to partner with an experienced advisor and build a personal book of business, focusing on comprehensive financial planning for clients. You will develop leads, nurture relationships, and help shape clients' financial futures.

You'll work toward licensing (Series 7, S63/S66, S65) within 150 days, participate in marketing efforts, and collaborate with a team to deliver client-centric strategies while adhering to regulatory standards.