P1 Advisor Non-Exempt

Ameriprise Financial Services, LLC; Daytona Beach (FL); On-site; USD 50,000 - 90,000; Full time

Job summary

Ameriprise Financial Services, LLC in Daytona Beach, FL is seeking a life-long learner to work with an experienced advisor to build a personal book of business and shape clients' financial futures.

You will develop a pipeline, complete with contacts and new leads, while pursuing required licensing (Series 7, S63/S66, S65/S66, life/health insurance) and collaborating with a team to deliver tailored financial planning and client service.

Qualifications

• Join Ameriprise in a team practice and support a seasoned financial advisor.
• Licensing and registrations required to operate in the advisory role.
• Ability to build a personal pipeline and client relationships.
• Strong communication and ethical standards.

Responsibilities

• Work with an advisor to build a personal book of business and shape clients' financial futures.
• Develop and maintain client relationships through ongoing planning.
• Complete licensing coaching and meet timelines for licensing and appointments.
• Support execution of financial plans and product recommendations.
• Deliver a high-quality client experience and collaborate with team.

Skills

FINRA Series 7

Securities registrations (S63/S66)

IAR Registration (S65/S66)

Life Insurance licensing

Financial planning knowledge

Education

Bachelor's degree

Job description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

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.

Key Responsibilities

• FINRA Series 7
• Active State Securities Agent Registration (S63 or S66)
• Active IAR Registration (S65 or S66) and
• State Life, Health Insurance and Variable Products lines.
• Attend and engage in licensing coaching, as required. Be accountable for making progress within the program’s licensing and appointment preparation timelines.

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. Specialized responsibilities may include:

• Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals.
• Identify clients to engage or re-engage in financial planning relationships.
• Gather and analyze data and develop financial planning recommendations.
• Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients.
• Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
• Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
• Manage the practice’s client service model and consistent execution. Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.

Required Qualifications

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

Preferred Qualifications

• Four-year college degree from an accredited institution.
• High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
• Show accountability to your results.
• Outstanding verbal, written and listening communication skills.
• Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Sales

Line of Business

AAG Ameriprise Advisor Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.