Associate Financial Advisor

Position Title: Associate Financial Advisor

Position Description:

· Join an established team to help provide top of the line financial advice as an associate financial advisor with a private wealth advisory practice of Ameriprise Financial Services, LLC.

· The associate financial advisor will assist clients to help them achieve their financial goals. The franchise owner will provide support as you hone your skills providing service to existing clients and building new relationships of your own. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice through goal-based advice and asset management.

· This role provides client relationship support through managing, gathering and analyzing client financial data, helping prepare financial plans, as well as, working with clients to make suitable recommendations to assist them in reaching their financial goals.

· Associate financial advisors are able to work independently to support and maintain existing client relationships while also working to promote client acquisition over time.

· Associate financial advisors are expected to uphold high standards of business and act with integrity in the best interest of the client at all times. This position is responsible for learning essential details of financial solutions available to Ameriprise clients in order to make recommendations that are most suited to each client's individual situation.

· Responsibilities will change over time as the Associate Financial Advisor grows within their role and the team.

Education and other designations:

· College degree or higher preferred

· A minimum of 2 years of related experience with 3 to 5 years of experience preferred. Starting pay will be commensurate with level of experience.

· Have or be able to obtain licenses and registrations for securities and insurance products within a reasonable timeframe, including: Series 7, Series 66, and state life, accident and health, and variable annuities insurance licenses

· A CFP is preferred or ability to obtain the CFP designation within a reasonable timeframe

· The APMA designation is preferred, but must be obtained within a reasonable timeframe