Associate Financial Advisor

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.

Job Description

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

The associate financial advisor will assist financial advisor(s) in working with clients to help them achieve their financial goals. The employing franchise owner will lead you as you hone your skills. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages small business as usual projects such as organizing a client seminar.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position Functions:

40% Financial Planning and Advice

20% Product Solutions

40% Business Management & Client Care

o Review work methods and procedures for possible quality improvements and efficiencies and implement them when appropriate o Assign and delegate work and provide feedback, when appropriate, to other practice support staff o Participate in daily stand-up and weekly staff meetings o Act as a technical resource and provide training and support to other practice members

o Set up and maintain client management system (i.e. Contact Manager) o Write notes or letters to clients on personal letterhead o Review and respond to emails as necessary o Maintain files and records in accordance with the records retention policy

Key traits of a successful associate financial advisor:

Education and other designations:

Base Pay Salary

The salary will be $80k - $110k (plus commission) Full-Time/Part-Time

Full time 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.