Associate Financial Advisor
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Before you apply
SalaryNo pay range posted
LocationVacaville, California
Work modeon-site
Typefull-time
SeniorityEntry
Company size10,000+ people
PostedOct 30, 2026 · 1w ago
Verified live3d ago
About the company
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
Step 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. 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 Functions:
40% Financial Planning and Advice
• Identify clients to engage or re-engage in planning relationships
• Prepare for client meetings focused on planning discussions
• Gather and enter client data into Financial Planning Tool Suite
• Create planning deliverables
• Perform case analysis and develop recommendations
• Conduct and/or participate in client meetings to present recommendations/deliver advice
• Track/hold clients accountable to agreed upon actions
• Answer questions and provide readily available information to clients, if requested, as it relates to
servicing their accounts
20% Product Solutions
• Assess the client’s risk tolerance
• Assess the client’s goals and time frame
• Recommend portfolio/robust product solution that will fit the client’s risk tolerance, goals and
time frame
• Run illustrations and hypotheticals
• Develop appropriate product deliverables
• Persuade clients to act upon suitable advice/recommendations
• Execute appropriate trades to align with proposed portfolio
• Monitor economy, markets, and world events to determine any required strategic rebalancing
• Manage wholesaler relationships
• Conduct transactions on behalf of clients
40% Business Management & Client Care