Financial Planning Associate — Start Your Advisory Career

Ameriprise Financial Services; Raleigh (NC); On-site; USD 45,000 - 60,000; Full time

Job summary

Ameriprise Financial Services in the United States seeks a financially motivated individual to work with an experienced advisor, building a personal book of business and shaping clients' financial futures through ongoing planning relationships. You will develop a robust pipeline of contacts and leads, and gain licenses within 150 days of hire.

As part of a team, you will deliver holistic financial planning and product-centric recommendations while collaborating to meet client goals and grow the

Qualifications

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

Responsibilities

• Obtain required licenses/credentials within 150 days of hire.
• Assist seasoned financial advisor(s) in working with clients to help them achieve their financial goals.
• Serve as a key team practice member, creating and delivering a unique client experience.
• Develop and execute a robust marketing plan to achieve the practice's client acquisition goals.

Skills

Communication skills

Education

Four-year college degree

Job description

Ameriprise Financial Services in the United States seeks a financially motivated individual to work with an experienced advisor, building a personal book of business and shaping clients' financial futures through ongoing planning relationships. You will develop a robust pipeline of contacts and leads, and gain licenses within 150 days of hire.

As part of a team, you will deliver holistic financial planning and product-centric recommendations while collaborating to meet client goals and grow the