Associate Financial Advisor

Loading... Please wait.Expand Show Other JobsJob Saved Save JobAssociate Financial AdvisorAmeriprise - Paragon Wealth AdvisorsFacebook X LinkedIn ShareApplicationCaptcha / Bot CheckCopy from hereto hereClick to hear these letters.What is this?The application opened in a new tab.You may close this popup.By using this feature you agree to our Terms and Conditions and Privacy Policy.DetailsPosted: 04-Jun-26Location: Seattle, WashingtonType: Full TimeSalary: Salary Range $85,000-$125,000CategoriesWealth ManagementSectorWealth ManagementRequired Education4 Year DegreeStep into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.The associate financial advisor will assist financial advisor(s) in working with clients to help them achieve their financial goals. The employing franchise owner will lead you as you hone your skills and build a base of clients which you service. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages small business as usual projects such as organizing a client seminar.Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.Position FunctionsMarketing & Client Acquisition (20%+)Develop and execute annual marketing plansProspect outreach and appointment settingCoordinate seminars and client eventsDrive referrals and networking opportunitiesSupport digital presence (website, social media, online experience)Financial Planning & Advice (25%+)Prepare for and participate in client meetingsGather and analyze financial dataCreate financial plans and recommendationsAnswer client inquiries and provide account supportTrack client actions and follow-upsProduct Solutions (25%+)Assess client goals, risk tolerance, and timelinesRecommend investment strategies and productsDevelop and present financial solutionsExecute trades and monitor portfoliosStay informed on market trends and economic conditionsBusiness Management & Client Care (15%+)Improve processes and operational efficiencyMaintain client records and CRM systemsSupport team collaboration and trainingRespond to client communicationsEnsure compliance with regulatory requirements Education And Other DesignationsBachelor's degree or higher2+ years of similar working experienceAbility to obtain or currently hold Series 7 and 66 licenses, State life, accident, and health insurance licenses, CFP designation Key Traits Of a Successful Associate Financial AdvisorAbility to meet with clients and present planning strategiesAbility to source prospective clientsHigh level of interpersonal skillsInitiative in business developmentEntrepreneurial perspective and desire to grow the businessAbility to recommend suitable investment products and servicesSuccess at planning and managing resources (time, people, budget) to run optimal practiceAbility to adhere to rules and regulations as stated and required by advisor, Ameriprise FinancialAbility to support and provide guidance for compliance within the advisor’s practiceCurrent client database a plus Salary And BenefitsCompetitive and commensurate with candidate qualifications and experience.401(k) with matching and profit sharingMedical, Dental, Life, Disability InsuranceTransit Stipend If you are a client service focused individual with 2 or more years of experience, we encourage you to contact us and explore an opportunity with our firm. All inquiries will be held in strict confidence.Create a Job Match for Similar JobsAbout Ameriprise - Paragon Wealth AdvisorsConnections working at Ameriprise - Paragon Wealth Advisorshttps://fpajobboard.org/jobs/22327049/associate-financial-advisor