Associate Financial Advisor or Paraplanner

Small, nationally recognized, high-performing Cedar Falls, Iowa office seeks an associate financial advisor or paraplanner. Position can be remote or in-person, as well as full- or part-time. Primary duties include assisting with client appointments, financial planning analysis, and providing client service. Standard job descriptions are available at https://www.ameripriseadvisors.com/joyce.j.oaks/careers/ but this position is flexible and will be catered to the successful candidate’s strengths. This position will work a set schedule of daytime, weekday hours with some early evenings necessary, Monday-Thursday, between 20-40 hours per week (your preference).
Pay is negotiable depending on experience and client base, if any.

Requirements:

• Series 7 and 66 licenses are required prior to beginning employment. State life, accident and health insurance licenses are also required but may be obtained later.

• Fingerprinting and background check.

If you are hired, you’ll be an integral part of a team who work hard to take care of our clients and take pride in the work they do. Our culture is warm, inclusive, and rewards great work. We care about each other, our clients, and our community. We look forward to hearing from you!

Benefits are available including life, disability, dental, and vision insurance; paid holidays and time off, and SIMPLE IRA retirement plan with 3% match.

*This position will be an employee/contractor of an independent Franchise Advisor, not of Ameriprise Financial.*

All inquiries will be kept strictly confidential.

An Equal Opportunity Employer.

Ameriprise Financial is a longstanding leader in financial planning and advice, with approximately 10,000 financial advisors.

Our advisors develop ongoing one-to-one relationships with clients and take time to understand what’s truly important to them and their families. To help clients achieve their financial goals and prepare for the expected and unexpected, we offer personalized financial advice and a range of product solutions, including investments, insurance, annuities and banking. Smart technologies enable clients to track progress toward individual financial goals, as well as see how investments and solutions are performing, at any time, any place, from any device.

At Ameriprise, our focus is to help clients achieve their financial goals and feel confident, connected and in control of their financial life.

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.

Full time