Financial Advisor Associate — Launch Your Licensed Planning Career

Ameriprise Financial; Raleigh (NC); Vor Ort; USD 42.000 - 68.000; Vollzeit

Zusammenfassung

Ameriprise Financial’s Ameriprise Advisor Group in Raleigh, NC is seeking a trainee to work with an experienced advisor to build a personal book of business and shape clients’ financial futures through ongoing planning relationships.

You will pursue required licenses within 150 days (FINRA Series 7, S63/S66) and State registrations, participate in licensing coaching, assist with client servicing, marketing plans and data-driven planning recommendations to grow the practice.

Qualifikationen

• Acquire FINRA Series 7 and IAR registrations within 150 days of hire.
• Engage in licensing coaching and appointment preparation timelines.
• Support seasoned advisors with client services and planning recommendations.

Aufgaben

• Obtain required licenses/credentials within 150 days of hire.
• Assist seasoned advisors in working with clients to achieve financial goals.
• Develop and deliver financial planning recommendations and client experiences.

Kenntnisse

Verbal communication

Written communication

Team collaboration

Goal-oriented

Ausbildung

Bachelor's degree

Jobbeschreibung

Ameriprise Financial’s Ameriprise Advisor Group in Raleigh, NC is seeking a trainee to work with an experienced advisor to build a personal book of business and shape clients’ financial futures through ongoing planning relationships.

You will pursue required licenses within 150 days (FINRA Series 7, S63/S66) and State registrations, participate in licensing coaching, assist with client servicing, marketing plans and data-driven planning recommendations to grow the practice.