Associate Financial Advisor

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)