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Financial Advisor Trainee - License & Grow Your Book

Job in Tacoma, Pierce County, Washington, 98417, USA
Listing for: Threadneedle group
Apprenticeship/Internship position
Listed on 2026-08-03
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 32067 - 39193 USD Yearly USD 32067.00 39193.00 YEAR
Job Description & How to Apply Below

Ameriprise Financial in Tacoma, WA is seeking an aspiring financial professional to build a personal book of business under the guidance of an experienced advisor. You will develop ongoing financial planning relationships and cultivate new leads to grow client assets.

Responsibilities include obtaining FINRA Series 7, S63/S66 regulatory registrations, and state life and health insurance licenses within 150 days; plus delivering client-centered financial plans and product recommendations in a

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