Financial Advisor - CFP Support & Licensing Path

Ameriprise Financial Services, LLC; Las Vegas (NV); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Tuition reimbursement

CFP certification support

Comprehensive benefits package

Job summary

Ameriprise Financial Services, LLC in Las Vegas is seeking a Client Support Associate to build trusted client relationships and navigate licensing, training, and advisor development. You will join a team that supports clients virtually and in person through mentorship and ongoing professional development.

The role offers a base salary and a clear path from client support to financial advisor, with licensing requirements and a comprehensive benefits package.

Qualifications

• High school diploma or equivalent.
• Strong communication and relationship-building skills.
• Ability to thrive in a goal-oriented environment.
• Commitment to obtaining required licenses.
• Bachelor's degree preferred.

Responsibilities

• Prepare for and obtain key financial licenses
• Build consultative sales and relationship-management skills
• Engage directly with clients and prospective clients
• Learn how to identify client needs and recommend appropriate solutions
• Work toward performance goals in a client-focused, growth-oriented environment
• Receive coaching, mentorship, and professional development support
• Complete ongoing training to master products, tools, and client service

Skills

Communication skills

Relationship-building

Goal-oriented

Licensing commitment

Education

High school diploma

Bachelor's degree

Job description

Ameriprise Financial Services, LLC in Las Vegas is seeking a Client Support Associate to build trusted client relationships and navigate licensing, training, and advisor development. You will join a team that supports clients virtually and in person through mentorship and ongoing professional development.

The role offers a base salary and a clear path from client support to financial advisor, with licensing requirements and a comprehensive benefits package.