Associate Financial Advisor

Step into an instrumental role at Fulcher Financial Group. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.

The associate financial advisor will assist financial advisor(s) in working with clients to help them achieve their financial goals. The employing franchise owner will lead you as you hone your skills and build a base of clients which you service. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and / or performing work activities.

This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates / tracks projects and / or manages small business as usual projects such as organizing a client seminar.

Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Marketing and Client Acquisition

• Develop and implement annual marketing plan to meet client acquisition goals
• Contact prospects to set up meetings or appointments
• Coordinate seminars and client appreciation events
• Leverage natural market to drive new client acquisition
• Learn and implement client referral program
• Use network marketing with Center of Influence to drive client acquisition
• Implement key marketing activities including :
• Advisor website
• Social media
• Online client experience
• Client and prospect contact
• Referrals and Networking
• Seminars and Events
• Local advertising and media relations

Financial Planning and Advice

Product Solutions

Business Management & Client Care

Key Traits of a Successful Associate Financial Advisor

Education and Other Designations

Obtain Required Licenses / Credentials within 150 Days of Hire

This role is a full-time, on-site role located in Gonzales, Louisiana.

About Our Company

We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.