Financial Advisor Associate: Launch Your Advisory Career

Ameriprise Financia; Seattle (WA); On-site; USD 43,000 - 45,000; Full time

Job summary

Ameriprise Financial in Seattle is seeking a driven professional to work with an experienced advisor and build a personal book of business. You will help shape clients' financial future through ongoing planning relationships, developing a pipeline of contacts and new leads.

You will pursue required licenses (Series 7, S63/S66, S65/S66, life/health/variable products) within 150 days and support the team in delivering holistic financial planning and product recommendations.

Qualifications

• Four-year college degree required.
• Strong verbal and written communication skills.
• Willingness to learn from a seasoned financial advisor.

Responsibilities

• Assist licensed advisors in serving clients and building relationships.
• Obtain FINRA Series 7 license and state registrations within 150 days of hire.
• Develop and execute a marketing plan to support client acquisition goals.
• Gather data, analyze financial planning options, and prepare recommendations.
• Provide product- and plan-centric recommendations and illustrations as needed.
• Support operations, scheduling, and client service to ensure an exceptional client experience.

Skills

Communication skills

Team player

Goal oriented

Accountability

Willingness to learn

Education

Bachelor's degree

Job description

Ameriprise Financial in Seattle is seeking a driven professional to work with an experienced advisor and build a personal book of business. You will help shape clients' financial future through ongoing planning relationships, developing a pipeline of contacts and new leads.

You will pursue required licenses (Series 7, S63/S66, S65/S66, life/health/variable products) within 150 days and support the team in delivering holistic financial planning and product recommendations.