Financial Advisor Associate

Ameriprise Financial Services, LLC•Charlotte, NC

About The Position

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves 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. Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.

Requirements

Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.

Nice To Haves

Four-year college degree from an accredited institution.
High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
Show accountability to your results.
Outstanding verbal, written and listening communication skills.
Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.

Responsibilities

Obtain required licenses/credentials within 150 days of hire (FINRA Series 7, State Securities Agent Registration, IAR Registration, and State Life, Health Insurance and Variable Products lines).
Attend and engage in licensing coaching and be accountable for making progress within the program’s timelines.
Assist seasoned financial advisor(s) in working with clients to help them achieve their financial goals.
Serve as a key team practice member, creating and delivering a unique client experience.
Provide support to clients and prospects by serving them holistically and/or specializing in products or services.
Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals.
Identify clients to engage or re-engage in financial planning relationships.
Gather and analyze data and develop financial planning recommendations.
Help prepare and/or deliver financial plans.
Become a product expert, serve clients, run illustrations, and develop product-centric recommendations.
Manage specific parts of the business including operations, process improvements, staff meeting agendas, and budget/expense monitoring.
Manage the practice’s client service model and consistent execution.
Follow high standards of business and professional ethics and legal and regulatory requirements.