Associate Financial Advisor

Ameriprise Financial Services, LLC • McKinney, TX

3d

About The Position

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 and build a base of clients which you service. 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. We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in countries, we advise, manage and protect assets and income of more than 3.5 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.

Requirements

• Ability to meet with clients and present planning strategies
• Strong interpersonal skills and initiative in business development
• Entrepreneurial mindset and desire to grow the business
• Ability to recommend suitable investment products
• Success at planning and managing resources
• Ability to adhere to compliance rules and regulations
• College degree or higher
• 2+ years of similar experience
• Must obtain or be able to study for and pass: Series 7, Series 66, State life, accident, and health insurance licenses

Responsibilities

• Marketing & Client Acquisition (≈20%) Develop and implement annual marketing plan, contact prospects, coordinate seminars, leverage networks, implement referral programs, manage social media and advertising.
• Financial Planning & Advice (≈25%) Gather client data, create planning deliverables, conduct meetings, track actions, answer client questions.
• Product Solutions (≈25%) Assess risk tolerance, recommend portfolios, execute trades, monitor markets, manage wholesaler relationships.
• Business Management & Client Care (≈15%) Review processes, delegate tasks, maintain client systems, ensure compliance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees