Associate Financial Advisor at Ameriprise Financial Services – Job Opportunity

  • Location: Texas
  • Type: Full Time
  • Posted: August 18, 2023

Industry: Private

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Join our team as an Associate Financial Advisor at Ameriprise Financial Services

About Us

At David Covington – Associate Financial Advisor, Ameriprise Financial Services, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Our firm prides itself on providing personalized financial planning and investment management services to individuals and families, helping them navigate the complexities of the financial world with confidence and peace of mind. We believe in building long-term relationships with our clients based on trust, integrity, and exceptional client service.

Position Overview

We are currently seeking a motivated and detail-oriented individual to join our team as an Associate Financial Advisor. In this role, you will work closely with our team of experienced financial advisors to deliver comprehensive financial planning and investment management solutions to our clients. You will have the opportunity to develop your skills and knowledge in the financial services industry while making a meaningful impact on the lives of our clients.

Key Responsibilities

  • Assist with the development and implementation of customized financial plans for clients
  • Conduct investment research and analysis to support client portfolios
  • Prepare financial reports and performance reviews for client meetings
  • Provide exceptional client service and support to maintain strong client relationships
  • Stay informed on market trends and financial products to better serve clients

Qualifications

  • Bachelor’s degree in Finance, Economics, or related field
  • Series 7 and Series 66 licenses (or ability to obtain within 90 days of hire)
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

Benefits

At David Covington – Associate Financial Advisor, Ameriprise Financial Services, we offer a competitive salary and benefits package, including health insurance, retirement savings plans, and paid time off. In addition, you will have access to ongoing professional development opportunities and the support of a talented and experienced team to help you succeed in your role.

How to Apply

If you are passionate about helping others achieve their financial goals and are looking to take the next step in your career in financial services, we encourage you to apply for the Associate Financial Advisor position at David Covington – Ameriprise Financial Services. Please submit your resume and cover letter on this page.

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