Financial Advisor Associate: License-Ready, Client Growth

00015 Ameriprise Financial Services, LLC.; Seattle (WA); On-site; USD 40,000 - 49,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a driven individual to work with an experienced advisor to build a personal book of business and shape clients' financial future by developing an ongoing financial planning relationship focused on accomplishing clients' goals. Build a pipeline, complete with personal and professional contacts and new leads.

You will obtain your required licenses/credentials within 150 days of hire: FINRA Series 7, Active State Securities Agent Registration (S63 or

Qualifications

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

Responsibilities

• Obtain required licenses/credentials within 150 days of hire.
• Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals.
• Identify clients to engage or re-engage in financial planning relationships.
• Gather and analyze data and develop financial planning recommendations.
• Help prepare and/or deliver financial plans.
• Foster ongoing financial planning relationships with clients.
• Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
• Manage specific parts of the business and client service model.

Skills

Communication skills

Team collaboration

Goal-oriented

Education

Bachelor degree

Job description

Ameriprise Financial Services, LLC is seeking a driven individual to work with an experienced advisor to build a personal book of business and shape clients' financial future by developing an ongoing financial planning relationship focused on accomplishing clients' goals. Build a pipeline, complete with personal and professional contacts and new leads.

You will obtain your required licenses/credentials within 150 days of hire: FINRA Series 7, Active State Securities Agent Registration (S63 or