Financial Advisor Associate: Licensing Path & Team Practice

Ameriprise Financial; Leawood (KS); On-site; USD 45,000 - 80,000; Full time

Job summary

Ameriprise Financial in Leawood, KS is seeking a driven candidate to join a team as an Ameriprise Advisor. You will collaborate with an experienced advisor to build a personal client book and establish ongoing financial planning relationships, while developing your own pipeline of leads and prospects to help clients achieve their goals.

You will support licensing milestones and contribute to delivering a differentiated client experience, with emphasis on service, ethics, and compliance.

Qualifications

• Strong communication and interpersonal skills.
• Ability to build a personal pipeline and client relationships.
• Willingness to learn from experienced advisors.

Responsibilities

• Work with an experienced advisor to build a personal book of business and plan client goals.
• Develop and maintain a pipeline of leads and referrals.
• Provide client-focused financial planning and product recommendations.
• Support licensing and appointment preparation timelines.
• Deliver a unique client experience and support practice operations.

Skills

Verbal communication

Written communication

Active listening

Sales ability

Team collaboration

Education

Bachelor's degree

Job description

Ameriprise Financial in Leawood, KS is seeking a driven candidate to join a team as an Ameriprise Advisor. You will collaborate with an experienced advisor to build a personal client book and establish ongoing financial planning relationships, while developing your own pipeline of leads and prospects to help clients achieve their goals.

You will support licensing milestones and contribute to delivering a differentiated client experience, with emphasis on service, ethics, and compliance.