Financial Advisor Associate

Financial Advisor Opportunity

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

Obtain your required licenses / credentials within 150 days of hire :

• FINRA Series 7
• Active State Securities Agent Registration (S63 or S66)
• Active IAR Registration (S65 or S66)
• 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 help 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 :

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

Preferred Qualifications

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 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

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

Full-time

Non-Exempt

Sales

AAG Ameriprise Advisor Group