Junior Financial Advisor Trainee (Licensing Path)

00015 Ameriprise Financial Services, LLC.; Overland Park (KS); On-site; USD 45,000 - 75,000; Full time

Job summary

Ameriprise Financial Services, LLC. is seeking a motivated individual to partner with an experienced advisor and build a personal client book in Overland Park, KS.

You will help shape clients' financial futures by developing ongoing planning relationships and new leads. You will develop a pipeline, complete licensing within 150 days, and deliver holistic planning support while growing within a collaborative, client-focused environment.

Qualifications

• Bachelor's degree from an accredited institution.
• Strong communication and interpersonal skills.
• Ability to learn quickly and work in a team.
• Commitment to licensing requirements within 150 days.

Responsibilities

• Build a personal book of business and pipeline with leads.
• Assist seasoned advisor in working with clients toward goals.
• Develop and deliver a unique client experience that differentiates the practice.
• Help prepare financial plans and gather data for recommendations.
• Follow high standards of ethics and regulatory requirements.

Skills

Verbal communication

Written communication

Relationship building

Team player

Education

Bachelor's degree

Job description

Ameriprise Financial Services, LLC. is seeking a motivated individual to partner with an experienced advisor and build a personal client book in Overland Park, KS.

You will help shape clients' financial futures by developing ongoing planning relationships and new leads. You will develop a pipeline, complete licensing within 150 days, and deliver holistic planning support while growing within a collaborative, client-focused environment.