P1 Advisor Non-Exempt
Ameriprise Financial Services, LLC · San Diego, CA · 1 mo ago
On-siteOTHRFull-time
About the role
Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.
Responsibilities
- Obtain Your Required Licenses/credentials Within 150 Days Of Hire
- FINRA Series 7 Active State Securities Agent Registration (S63 or S66)
- Active IAR Registration (S65 or S66) and State Life, Health Insurance and Variable Products lines.
- Attend and engage in licensing coaching, as required.
- Be accountable for making progress within the program’s licensing and appointment preparation timelines.
- Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
- Serve as a key team practice