Independent Financial Advisor & Practice Builder

00001 Ameriprise Financial Inc; Plantation (FL); On-site; USD 60,000 - 120,000; Full time

Job summary

Ameriprise Financial franchise is seeking an entrepreneurial, client-focused professional to join as an independent contractor Associate Financial Advisor. Build a personal book of business, develop as an advisor, and contribute to an established practice with growth and ownership opportunities.

You will work with mentorship from the practice owner, complete licensing milestones, and develop skills in financial planning, client discovery, and relationship management while delivering compliant,

Qualifications

• Ability and commitment to obtain all required securities registrations and insurance licenses within timelines.
• Ability to satisfy all applicable registration, background, training, and continuing education requirements.
• Strong interpersonal, relationship-building, communication, and business-development skills.
• Technology proficiency and ability to learn financial planning and CRM systems.

Responsibilities

• Develop as an independent advisor and build a client-centered practice.
• Engage in mentorship and complete study, licensing, and development milestones.
• Build proficiency in financial planning concepts and client discovery.
• Grow the practice through referrals, events, and community outreach.
• Maintain accurate client records and compliant service delivery.

Skills

Interpersonal skills

Relationship-building

Communication

Business development

CRM systems literacy

Technology proficiency

Education

Bachelor's degree or equivalent

Licenses: securities and/or insurance

Job description

Ameriprise Financial franchise is seeking an entrepreneurial, client-focused professional to join as an independent contractor Associate Financial Advisor. Build a personal book of business, develop as an advisor, and contribute to an established practice with growth and ownership opportunities.

You will work with mentorship from the practice owner, complete licensing milestones, and develop skills in financial planning, client discovery, and relationship management while delivering compliant,