Financial Advisor Trainee — Build Your Client Book

Ameriprise Financial Services, LLC; San Diego (CA); On-site; USD 33,000 - 41,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking an entry- to mid-level Financial Advisor support role to help develop a personal client book and grow the practice. You will work with a seasoned advisor to build relationships, execute a marketing plan, and prepare financial plans.

Required qualifications include a four-year degree and licensing progression as you train for FINRA/State registrations; strong communication and team collaboration are essential.

Qualifications

• Strong communication and interpersonal skills required.
• Ability to build relationships and collaborate with advisors.
• Proactive, goal-oriented with a client-centric mindset.

Responsibilities

• Assist seasoned advisor to build a personal book of business.
• Develop and deliver financial planning recommendations.
• Learn licensing requirements and achieve necessary registrations.
• Support client acquisition through robust marketing and outreach.

Skills

Communication skills

Teamwork

Education

Four-year college degree

Job description

Ameriprise Financial Services, LLC is seeking an entry- to mid-level Financial Advisor support role to help develop a personal client book and grow the practice. You will work with a seasoned advisor to build relationships, execute a marketing plan, and prepare financial plans.

Required qualifications include a four-year degree and licensing progression as you train for FINRA/State registrations; strong communication and team collaboration are essential.