Financial Advisor Associate

Ameriprise Financial Services, LLC

. Work with an experienced advisor to build a personal book of business .

Posted 10/13/2026full-timeMiddleton • Massachusetts • United StatesJuniorMid-Level💰 $31,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and client relationship management, with a strong focus on achieving client acquisition goals and delivering exceptional client experiences. Holds necessary licenses and certifications to provide comprehensive financial advice and recommendations.

Highest-signal resume keywords

FINRA Series 7Active State Securities Agent RegistrationActive IAR RegistrationState Life, Health Insurance and Variable Products LinesFinancial Planning Recommendations

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningData AnalysisClient Relationship ManagementMarketing Plan DevelopmentProduct KnowledgeBudget MonitoringProcess ImprovementClient Service Model Management

Soft Skills

Communication SkillsTeam CollaborationAccountabilityPerseveranceGoal Orientation

Certifications & Qualifications

FINRA Series 7Active State Securities Agent RegistrationActive IAR RegistrationState Life, Health Insurance and Variable Products Lines

Industry Keywords

Financial PlanningClient AcquisitionRegulatory ComplianceBusiness EthicsClient Experience

About the role

Key responsibilities & impact

Work with an experienced advisor to build a personal book of business
Help shape clients' financial futures by developing ongoing financial planning relationships focused on accomplishing clients' goals
Build a pipeline of personal and professional contacts and new leads
Assist seasoned financial advisor(s) in helping clients achieve their financial goals
Serve as a key team practice member and create and deliver a unique client experience
Develop and execute a marketing plan to achieve client acquisition goals
Identify clients to engage or re-engage in financial planning relationships
Gather and analyze data and develop financial planning recommendations
Help prepare and/or deliver financial plans and foster ongoing client relationships
Become a product expert, run illustrations, and develop product-centric recommendations
Manage operations, recommend process improvements, own staff meeting agendas, and monitor budgets/expenses
Manage the practice's client service model and consistent execution
Follow high standards of business and professional ethics and legal and regulatory requirements

Requirements

What you’ll need

Obtain required licenses/credentials within 150 days of hire: FINRA Series 7
Obtain Active State Securities Agent Registration (S63 or S66)
Obtain Active IAR Registration (S65 or S66)
Obtain State Life, Health Insurance and Variable Products lines
Attend and engage in licensing coaching as required
Be accountable for progress within licensing and appointment preparation timelines
Preferred: Four-year college degree from an accredited institution
High level of confidence, perseverance and strong desire to succeed in a goal-oriented environment
Show accountability to your results
Outstanding verbal, written and listening communication skills
Willingness and desire to learn from seasoned financial advisor(s)
Ability to be part of a collaborative, team-centric environment