Associate Financial Advisor

Ameriprise Financial has been helping individuals achieve confidence in their financial future for over 130 years. Offering a comprehensive range of investment advice, asset management, and insurance services, Ameriprise is supported by a strong nationwide network of approximately 10,000 financial advisors. With offices across all 50 states and corporate locations globally, Ameriprise is equipped to address the diverse financial needs of both individuals and institutions.

Committed to delivering reliable services, Ameriprise empowers clients through expert financial solutions and planning. Investment advisory products and services are provided by Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC.

Role Description

This is a full-time, on-site Associate Financial Advisor role based in Pensacola, FL. The Associate Financial Advisor will assist in building and managing client relationships by conducting financial planning, providing investment advice, and supporting retirement planning efforts. Day-to-day tasks include analyzing clients' needs, preparing financial plans, conducting financial reviews, and supporting business development initiatives to meet clients’ financial goals effectively. Collaboration with senior advisors and adherence to regulatory standards are central to this position.

Qualifications

• 2+ years of experience serving in a paraplanner or financial advisor role.
• Series 7, 66, and Life & Health licenses.
• Comprehensive knowledge of Financial Planning and Retirement Planning strategies.
• Strong understanding of Finance, Investments, and market trends.
• Experience in providing Financial Advisory and investment solutions.
• Excellent communication, analytical, and problem-solving skills.
• Bachelor’s degree in Finance, Business, or a related field preferred.
• Requirement to have or obtain the CFP designation.