Ameriprise Financial, Inc

Associate Financial Advisor

Ameriprise Financial, Inc$90K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3+ years of experience as a financial advisor
  • Hold Series 7, Series 66, and Life & Health licenses
  • CFP & APMA designations are a plus
  • Familiarity with NaviPlan and/or MoneyGuide software is advantageous
  • Strong interpersonal and communication skills
  • Detail-oriented with organizational prowess

Responsibilities

  • Build and nurture client relationships through exceptional service
  • Prepare documentation for client meetings and follow up on any outstanding matters
  • Collaborate with the advisory team to create personalized financial plans
  • Execute trades and transactions efficiently while keeping up with market trends
  • Engage proactively with clients to deepen relationships and offer additional services

Benefits

  • Comprehensive benefits package including PTO and paid holidays
  • Medical insurance with 70% premium coverage
  • Dental insurance with 50% premium coverage
  • 401k plan with matching contributions
  • Bonus opportunities based on performance
Full Job Description
Associate Financial Advisor
Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial

Edmonds, Washington

Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor to join our team. In this role, you will focus on service rather than sales, acting as a trusted advisor to our clients while helping them achieve their financial goals.

Responsibilities:
  • Client Relationship Management: Build and nurture client relationships by providing exceptional service and addressing their financial needs. Collaborate with clients to understand their goals and objectives.
  • Meet with clients and prospects to discuss their financial goals, address their needs, and build lasting relationships while delivering exceptional service as a primary point of contact.
  • Meeting Preparation and Follow-Up: Assist in preparing for client meetings, ensuring all necessary documentation is organized and ready. Conduct diligent follow-up after meetings to address any outstanding issues or questions.
  • Financial Planning and Investment Recommendations: Collaborate with the advisory team to develop comprehensive financial plans tailored to clients' unique situations. Provide well-researched investment recommendations aligned with clients' objectives.
  • Trades and Transactions: Execute trades and transactions accurately and in a timely manner. Stay informed about market trends and investment opportunities to provide informed guidance to clients.
  • Deepening Client Relationships: Proactively engage with clients to deepen relationships, understanding their evolving needs and introducing additional services as appropriate.

Qualifications:
  • Bachelor's degree required.
  • Two to three plus years of experience as a financial advisor.
  • Hold the Series 7, Series 66, and Life & Health licenses (or if one of these is needed, ability to obtain within two months).
  • CFP & APMA designation is a bonus.
  • Experience with MoneyGuide financial planning analysis software is a plus.
  • Strong interpersonal and communication skills.
  • Detail-oriented with excellent organizational and time-management abilities.

Compensation and Benefits:
    • Base compensation between $90,000-$125,000, commensurate with experience.
      • Exempt
    • Bonus opportunities based on performance.
  • Comprehensive benefits package including:
    • Paid Time Off (PTO) and paid holidays
    • Medical insurance (70% of premiums paid)
    • Dental and Vision insurance (50% of premiums paid)
    • 401(k) plan with employer match
    • Group Life and Disability insurance

How to Apply:

If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success.

Join us in creating financial success for our clients while enjoying a rewarding and collaborative work environment. We look forward to welcoming a new member to our private wealth advisory practice team!

About Ameriprise Financial, Inc

Ameriprise Financial, Inc Careers

Joining Ameriprise Financial, Inc presents an unparalleled opportunity to advance your career with a leader in financial services. Our team of professionals is dedicated to fostering an environment of growth, innovation, and leadership. Work You’ll Do At Ameriprise Financial, Inc, you will be part of a culture that thrives on diversity, professional excellence, and ethical standards. Our employees are empowered to master their roles and contribute to the company’s success through continuous personal and professional development. Transform Your Career Lead your career on a path of continuous growth with Ameriprise Financial, Inc. Our company stands at the forefront of the financial industry, integrating cutting-edge technology and substantial market expertise to deliver exceptional service to our clients. Work with a team of skilled professionals who are committed to a culture of innovation and exceptional leadership. Collaborate on projects that reshape financial planning and improve client outcomes. Ameriprise Financial, Inc Job Opportunities We are actively hiring and have a variety of job opportunities that cater to different skills and career levels. From entry-level positions to leadership roles, Ameriprise Financial, Inc offers a dynamic work environment where your skills will be honed and your achievements recognized. Join our team and contribute to our mission of helping clients achieve their financial goals. Explore positions in areas such as financial advising, customer service, IT, and more. Internship Programs Kickstart your career with an Ameriprise Financial, Inc internship. Our internships provide invaluable workplace experience, networking opportunities, and insights into the financial services industry. Interns at Ameriprise Financial, Inc are crucial team members, working alongside seasoned professionals and contributing to real-world projects. Benefits and Growth Ameriprise Financial, Inc is committed to the growth and development of our employees. We offer competitive benefits, diversity training, and professional development programs that encourage our team to stay ahead in the industry. Our benefits package includes health, dental, and vision insurance, retirement plans, and generous paid time off. Leadership and Development Develop your leadership skills through targeted training and mentorship at Ameriprise Financial, Inc. We believe in nurturing leadership potential and offer various programs designed to help you grow into a visionary leader within the company. Stay Connected Join Our Team Search for open positions that match your skills and interests. We are looking for passionate, curious, and driven team players. Start your journey with Ameriprise Financial, Inc today and build a career that you can be proud of. SEARCH AMERIPRISE FINANCIAL JOBS Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at Ameriprise Financial, Inc.
Learn more about Ameriprise Financial, Inc
Size
12,000 employees
Market Cap
$32.7 billion
Industry
Net Income
$1.5 billion
Founded
1894
5 Year Trend
+2.6%
Revenue
$11.9 billion
NASDAQ

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