
P1 Advisor NonExempt
MELVILLE, NYFull-time$35K/yrSeen 2w agoSeen in employer's feed 2 days ago
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Job overview
The P1 Advisor works with experienced financial advisors to support clients in pursuing their financial goals and build a personal book of business. The role develops client relationships, supports financial planning and product recommendations, and contributes to client acquisition and practice operations. Required licenses and credentials must be obtained within 150 days of hire. A four-year college degree is preferred, along with confidence, perseverance, communication skills, and a collaborative approach.
Skills & qualifications
Skills
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Full job description
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 year-end 2024. Our team of 22,000 people across 19 countries, serves 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.Job DescriptionWork with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads.Key Responsibilities * Obtain your required licenses/credentials within 150 days of hire:- FINRA Series 7- Active State Securities Agent Registration (S63 or S66)- Active IAR Registration (S65 or S66) and-State Life, Health Insurance and Variable Products lines. * Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines. * Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals. * Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice. * Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:-Develop and execute a robust marketing plan to achieve the practice's client acquisition goals.-Identify clients to engage or re-engage in financial planning relationships.-Gather and analyze data and develop financial planning recommendations.-Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients.-Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.-Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.-Manage the practice's client service model and consistent execution. * Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities. Required Qualifications * Join Ameriprise in a team practice and support a seasoned financial advisor or advisors. Preferred Qualifications * Four-year college degree from an accredited institution. * High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. * Show accountability to your results. * Outstanding verbal, written and listening communication skills. * Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.Base Pay Salary$35,360-$35,360Full-Time/Part-TimeFull timeExempt/Non-ExemptNon-ExemptJob Family GroupSalesLine of BusinessAAG Ameriprise Advisor GroupAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.We are committed t
How this job compares
Set against the 3,665 open Financial Advisor jobs on Olive Jobs, counted November 5, 2026.
- Pay
- This posting$35K/yr
- New York median$65–66K/yr179 salary ranges
- US median$53–100K/yr1,588 salary ranges
This rate, $35K, is 47% below the New York median midpoint ($66K) — in the lowest quarter of Financial Advisor salary ranges in New York.
- Openings
- Olive Jobs lists 238 open Financial Advisor jobs in New York and 3,665 across the US. 1% of them nationwide are listed as remote or flexible.
- Hiring the most in New York
- Equitable55 open
- JPMorgan Chase40 open
- Bank of America24 open
- Experience
- Financial Advisor postings that state a minimum ask for 2 years of experience at the median; the middle half ask for 1 to 4 years (2,007 postings).
- Education
- 1,082 of the 3,665 open Financial Advisor jobs (30%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 5, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.
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