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Ameriprise Financial Services, LLC · 10 hours ago

Associate Financial Advisor

Pensacola, FL

Full-time

Onsite

New Grad, Entry Level

Ameriprise Financial has been helping individuals achieve confidence in their financial future for over 130 years. The Associate Financial Advisor will assist in building and managing client relationships by conducting financial planning, providing investment advice, and supporting retirement planning efforts.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Hiring Manager

Jennifer Ryder, CFP®, CDFA®

Responsibilities

Assist in building and managing client relationships by conducting financial planning, providing investment advice, and supporting retirement planning efforts

Analyze clients' needs, prepare financial plans, conduct financial reviews, and support business development initiatives to meet clients’ financial goals effectively

Collaborate with senior advisors and adhere to regulatory standards

Qualification

Series 7 licenseSeries 66 licenseLife & Health licenseFinancial PlanningRetirement PlanningFinancial AdvisoryFinance knowledgeInvestment solutionsAnalytical skillsBachelor’s degreeRelevant certificationsFinancial software proficiencyCommunication skillsProblem-solving skills

Required

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

Preferred

Bachelor's degree in Finance, Business, or a related field preferred

Relevant certifications (e.g., CFP, ChFC) are a plus

Proficiency in financial software and tools is preferred

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (105)

2024 (74)

2023 (62)

2022 (105)

2021 (82)

2020 (73)