Financial Planning Associate

Ameriprise Financial Services, LLC; Vienna (VA); On-site; USD 26,000 - 32,000; Full time

Job summary

Ameriprise Financial Services, LLC is recruiting to help an established advisor grow a personal book of business and deepen client relationships in a team-based practice. The role involves building a pipeline, engaging new leads, and delivering holistic financial planning solutions tailored to client goals.

Responsibilities include assisting senior advisors, developing and presenting financial plans, and striving to meet licensing milestones within the program timelines.

Qualifications

• Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.

Responsibilities

• Work with an experienced advisor to build a personal book of business and help 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.
• Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
• Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
• Provide support to clients and prospects by serving them holistically and/or specializing in products or services.

Skills

Sales

Client relationship management

Communication skills

Education

Bachelor's degree

Job description

Ameriprise Financial Services, LLC is recruiting to help an established advisor grow a personal book of business and deepen client relationships in a team-based practice. The role involves building a pipeline, engaging new leads, and delivering holistic financial planning solutions tailored to client goals.

Responsibilities include assisting senior advisors, developing and presenting financial plans, and striving to meet licensing milestones within the program timelines.