About this role
Associate Financial Advisor at Ameriprise. Location: Evanston, Illinois, United States. Role: acquiring clients, preparing plans, executing trades Requirements: College degree, 2+ years similar experience, ability to obtain Series 7/66 and state life/accident/health licenses; perform marketing, financial planning, product recommendations, client management, and compliance tasks. Category: Finance and Accounting Seniority: Entry Level Tools: Financial Planning Tool Suite, Contact Manager Certifications: series 7, series 66, state life accident and health insurance Commitment: Full Time Workplace: Onsite Languages: English