Associate Financial Advisor — Client Planning
Job in
Pensacola, Escambia County, Florida, 32573, USA
Listed on 2026-01-20
Listing for:
Ameriprise Financial Services, LLC
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a full-time Associate Financial Advisor in Pensacola, FL. This role involves assisting clients with financial planning, providing investment advice, and supporting retirement planning initiatives. Candidates should have at least 2 years of experience in a financial advisory role and hold Series 7, 66 licenses. A bachelor's degree in finance or business is preferred, alongside strong communication and analytical skills.
This position emphasizes collaboration with senior advisors and adherence to regulatory standards.
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Position Requirements
10+ Years
work experience
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