Financial Planning Associate - Client Book
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-08-24
Listing for:
Ameriprise Financial Services, LLC
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Ameriprise Financial Services, LLC is seeking a motivated individual to work with an experienced advisor to build a personal book of business and shape clients' financial futures. You will develop an ongoing financial planning relationship, build a pipeline of contacts and new leads, and support implementation of client strategies.
Licensing milestones include FINRA Series 7 within 150 days, plus State Life, Health Insurance and Variable Products registrations.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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