Associate Financial Advisor

An Associate Financial Advisor role at Ameriprise Financial’s Austin, MN franchise offers a hands-on opportunity to support financial planners in delivering tailored financial planning and client service onsite. The position involves gathering client data, developing planning deliverables, presenting recommendations, and executing trades to help clients pursue their goals. The role carries a salary range of USD 90,000 to 120,000 per year and requires a college degree with relevant licensing.

Responsibilities

• Prepare for client planning discussions by assembling materials and setting the meeting agenda
• Collect and input client data into the Financial Planning Tool Suite
• Develop comprehensive planning deliverables
• Conduct case analyses and formulate actionable recommendations
• Lead or participate in client meetings to present recommendations and provide advice
• Track action items and hold clients accountable for agreed next steps
• Respond to client inquiries and provide information relevant to account servicing
• Generate illustrations and hypothetical scenarios
• Prepare appropriate product deliverables
• Execute trades aligned with the proposed portfolio
• Complete post-meeting follow-ups and ongoing client correspondence

Requirements

• Bachelor's degree or higher
• Minimum of two years in a related role
• Series 7 license
• Series 66 license
• State life, accident and health insurance license

Technologies

Financial Planning Tool Suite

Employment Type

• Full-time