Top 15 Associate financial advisor Jobs in Chesterfield, Mo

Associate Financial Advisor
Ameriprise Financial —Chesterfield, MO
- Full-time
- Data analysis skills
- Mid-level
- Office
- Referral program
Associate Financial Consultant
Regions —Saint Charles, MO
- $40,000 - $100,000 a year
- Full-time
- Office
- High school diploma or GED
- Entry level
- Health savings account
- Health insurance
5d
Financial Planner Associate (Larson University)
LARSON FINANCIAL HOLDINGS, LLC —St. Louis, MO
- Temporary
- Classroom
- Finance
- Bachelor's degree
Quick Apply
Associate Wealth Advisor
Focus Financial Partners —St. Louis, MO
- $70,000 - $80,000 a year
- Remote
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
7d
Associate Wealth Advisor
Focus Partners Wealth —St. Louis, MO
- $70,000 - $80,000 a year
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
7d
Investment Operations Associate
Northwestern Mutual —Chesterfield, MO
- $60,000 - $70,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
3d
Private Client Advisor Associate
Commerce Bank —Clayton, MO
- $23.80 - $27.65 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
AVP/Trust & Family Office Financial Advisor Associate
Parkside Financial Bank & Trust —Clayton, MO
- Microsoft Excel
- CPA
- Writing skills
- Paid parental leave
- Health insurance
Quick Apply
Associate Portfolio Strategist
Edward Jones —St. Louis, MO
- $86,300 - $146,700 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Profit sharing
- Health savings account
Senior Associate - Client Service
Matter Family Office —St. Louis, MO
- $97,500 - $135,500 a year
- Full-time
- CPA
- Bachelor of Science
- Research
- Health savings account
- Paid holidays
Quick Apply
Associate - Client Service
Matter Family Office —St. Louis, MO
- Full-time
- CPA
- Bachelor of Science
- Research
Quick Apply
Associate Product Manager, Separately Managed Accounts
Edward Jones —St. Louis, MO
- $86,300 - $146,700 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Profit sharing
- Health savings account
WM Affluent Associate
U.S. Bank National Association —Washington, MO
- $20.00 - $26.39 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance

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Associate Financial Advisor

Ameriprise Financial -
Chesterfield, MO

Apply Now

Job Details

Full-time

Benefits

Referral program

Qualifications

Life Insurance License
Series 66
Series 7
Experience practicing in the securities industry

Full Job Description

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 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 Functions:

20% Marketing and Client Acquisition

Develop and implement annual marketing plan to meet client acquisition goals
Contact prospects to set up meetings or appointments
Coordinate seminars and client appreciation events
Leverage natural market to drive new client acquisition
Learn and implement client referral program
Use network marketing with Center of Influence to drive client acquisition
Implement key marketing activities including:
Advisor website
Social media
Online client experience
Client and prospect contact
Referrals and Networking
Seminars and Events
Local advertising and media relations

25% 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 agree upon actions
Answer questions and provide readily available information to clients, if requested, as it relates to servicing their accounts

For advisor use only Not intended for inspection by, or distribution or quotation to the general public.

Position Functions AFA:

~25% 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

15% Business Management & Client Care

Business management
Review work methods and procedures for possible quality improvements and efficiencies and implement them when appropriate
Assign and delegate work and provide feedback, when appropriate, to other practice support staff
Participate in daily stand-up and weekly staff meetings
Act as a technical resource and provide training and support to other practice members
Client care
Set up and maintain client management system (i.e. Contact Manager)
Write notes or letters to clients on personal letterhead
Review and respond to emails as necessary
Maintain files and records in accordance with the records retention policy
Key traits of a successful associate financial advisor:
Ability to meet with clients and present planning strategies
Ability to source prospective clients
High level of interpersonal skills
Initiative in business development
Entrepreneurial perspective and desire to grow the business
Ability to recommend suitable investment products and services
Success at planning and managing resources (time, people, budget) to run optimal practice
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor’s practice
Current client database a plus

Education and other designations:

College degree or higher
2+ years of similar experience
Have passed exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident, and health insurance licenses
Have a professional finance designation

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

associate financial advisor jobs in chesterfield, mo

Associate Financial Advisor

Associate Financial Consultant

Financial Planner Associate (Larson University)

Associate Wealth Advisor

Associate Wealth Advisor

Investment Operations Associate

Private Client Advisor Associate

AVP/Trust & Family Office Financial Advisor Associate

Associate Portfolio Strategist

Senior Associate - Client Service

Associate - Client Service

Associate Product Manager, Separately Managed Accounts

WM Affluent Associate

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