Financial Advisor Associate

Ameriprise Financial Services, LLC

Financial Advisor Associate working with experienced advisors at Ameriprise Financial. Building a personal book of business and supporting clients’ financial goals.

Posted 6/2/2026full-timeRaleigh • North Carolina • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Work with an experienced advisor to build a personal book of business and help shape clients' financial future.
Build a pipeline, complete with personal and professional contacts and new leads.
Obtain your required licenses/credentials within 150 days of hire.
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.
Foster ongoing financial planning relationships with clients.
Become a product expert.

Requirements

What you’ll need

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.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

confidenceperseverancegoal-orientedaccountabilitycommunicationcollaborationteam-centricdesire to learn

Certifications

financial licenses