Associate Financial Advisor

Job DescriptionJob Description Join a High-Performing Private Wealth Advisory Practice Step into a pivotal role within a dynamic and client-focused private wealth advisory practice of Ameriprise Financial Services, LLC. We're seeking a driven and detail-oriented Associate Financial Advisor to help deliver an exceptional client experience and support our mission of guiding individuals toward financial confidence and success. Why This Role Is a Game-Changer As an Associate Financial Advisor, you'll work side-by-side with experienced advisors, gaining hands-on experience in financial planning, client relationship management, and practice operations. You'll be mentored by a seasoned franchise owner who is committed to helping you grow your skills, expand your client base, and thrive in a collaborative, fast-paced environment.

What You'll Do Support Financial Planning :

Gather and analyze client data, assist in preparing financial plans, and help deliver tailored solutions.

Enhance Client Relationships :

Serve as a key point of contact for clients, helping resolve issues and ensuring a seamless experience.

Drive Practice Efficiency :

Manage projects, coordinate client events, and contribute to the smooth operation of the practice.

Uphold Excellence :

Maintain the highest standards of ethics, professionalism, and regulatory compliance in all interactions.

Essential Duties and Responsibilities:

The essential functions include, but are not limited to the following: Meet with clients to assess their financial needs and goals. Develop strategies that align with each client's risk tolerance and financial objective Offer financial advice which follows a Best Interest standard through the implementation of a variety of financial products and services. Guide the client through their options and each step towards suitable and risk-appropriate financial decisions. Cultivate and maintain client relationships, including regular account reviews and community involvement. Maintain and stay updated on regulatory compliance and industry trends. Build and maintain client relationships, internal referral network, and community involvement. What We're Looking For A passion for helping others achieve financial success. Strong analytical, organizational, and communication skills. A proactive mindset and ability to thrive in a team-oriented setting. Commitment to continuous learning and professional development.

Education and other designations:

College degree or higher 2+ years of experience as a financial advisor Series 7, Series 66, and State life, accident and health insurance licenses

What You'll Gain Mentorship & Growth:

Learn directly from a successful team and gain exposure to all aspects of wealth management.

Client Impact:

Play a meaningful role in helping clients reach their financial goals.

Career Path:

Build a foundation for future advancement within the Ameriprise network.

Job Type:

Full-time Benefits:

401(k) 401(k) matching Financial planning services Matching gift program Paid time off Paid training Professional development assistance Competitive base salary

Experience:

similar: 2 years (Required)

License/Certification:

Series 7, Series 66, Life and Health Insurance licensing (Required) Ability to

Commute:

Pensacola, FL 32503 (Required)