Associate Financial Advisor

Associate Financial Advisor at Ameriprise - Paragon Wealth Advisors, based in Seattle, Washington. Full‑time role with a salary range of $85,000–$125,000. Position Overview Step into an instrumental role assisting financial advisors in helping clients achieve their financial goals. Work as an employee of an independent advisor franchisee within Ameriprise Financial. Conduct daily business operations, client relationship support, and practice management tasks. Responsibilities Marketing & Client Acquisition (20%+) Develop and execute annual marketing plans Prospect outreach and appointment setting Coordinate seminars and client events Drive referrals and networking opportunities Support digital presence (website, social media, online experience) Financial Planning & Advice (25%+) Prepare for and participate in client meetings Gather and analyze financial data Create financial plans and recommendations Answer client inquiries and provide account support Track client actions and follow‑ups Product Solutions (25%+) Assess client goals, risk tolerance, and timelines Recommend investment strategies and products Develop and present financial solutions Execute trades and monitor portfolios Stay informed on market trends and economic conditions Business Management & Client Care (15%+) Improve processes and operational efficiency Maintain client records and CRM systems Support team collaboration and training Respond to client communications Ensure compliance with regulatory requirements Education And Other Designations Bachelor's degree or higher 2+ years of similar experience Ability to obtain or currently hold Series 7 and 66, state life, accident, and health insurance licenses, and CFP designation 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 required by the advisor and Ameriprise Financial Ability to support and provide guidance for compliance within the advisor’s practice Current client database a plus Salary And Benefits Competitive compensation commensurate with qualifications and experience 401(k) with matching and profit sharing Medical, dental, life, disability insurance Transit stipend If you are a client‑service focused individual with 2 or more years of experience, we encourage you to explore this opportunity. All inquiries will be held in strict confidence. #J-18808-Ljbffr FPA of Charlotte