Financial Advisor Associate

Ameriprise Financial Services, LLC•Houston, TX

About The Position

Ameriprise Financial is a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The company's team of 22,000 people across 19 countries serves more than 3.5 million individual, small business and institutional clients. Ameriprise is a longstanding leader in financial planning and advice, a global asset manager, and an insurer, connecting its unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities – through an unwavering focus on clients and a strong financial foundation. The company fosters meaningful careers, invests in the future, and makes a difference for clients, institutions, and communities worldwide. This role involves working with an experienced advisor to build a personal book of business and help shape clients' financial future by developing ongoing financial planning relationships focused on accomplishing client goals. The associate will also 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 your required licenses/credentials within 150 days of hire: FINRA Series 7, Active State Securities Agent Registration (S63 or S66), Active IAR Registration (S65 or S66) and State Life, Health Insurance and Variable Products lines.
Attend and engage in licensing coaching, as required.
Be accountable for making progress within the program’s licensing and appointment preparation timelines.
Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
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.
Foster ongoing financial planning relationships with clients.
Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
Manage the practice’s client service model and consistent execution.
Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.