We're offering more than just a job - this is a career track opportunity for a growth-minded advisor who is ready to take on real responsibility and build lasting relationships. As our Associate Financial Advisor, you'll assist the firm's founding partners in managing relationships with top-tier clients in a "second-chair" advisory role - gaining exposure, mentorship, and credibility. Additionally, after an appropriate amount of time you will be given a set of client relationships to manage and deepen.
In addition, you'll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly.
Key Responsibilities
Manage and deepen relationships within an assigned client book of business, delivering holistic financial advice in line with Ameriprise's standards.
Collaborate with the lead advisor in a second-chair capacity to serve complex client relationships and support ongoing financial planning, review meetings, and implementation.
Onboard and build new client relationships that come through the firm's inorganic growth strategy (practice acquisitions).
Prepare and deliver client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning.
Proactively identify planning opportunities and coordinate implementation.
Maintain accurate and timely client records in CRM and planning systems.
Uphold a white-glove service experience in every client interaction.
What We're Looking For
2-5 years of experience in financial planning or advisory services.
Series 7 & 66 (or ability to obtain promptly); CFP preferred but not required.
Strong interpersonal skills with the ability to build rapport and trust with clients.
A team-first attitude and a growth mindset - you see opportunity where others see obstacles.
Comfortable with both the technical and relational sides of financial advising.
Ambition to become a lead advisor and grow your own book of business within our ecosystem.
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
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/Part-Time
Full time
