Financial Advisor Associate

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 client's 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) 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:

• 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.

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.