Aspiring Financial Advisor – Licensing & Training Path

00015 Ameriprise Financial Services, LLC.; United States; On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Tuition reimbursement

CFP certification support

Comprehensive benefits package

Job summary

Ameriprise Financial Services, LLC. is seeking a Client Support Associate to begin a licensed, client-facing career. You will prepare for SIE, Series 7, Series 66, and life licenses while engaging with clients to identify needs and offer solutions.

You will receive coaching and progression through a structured advisor career path into financial planning and relationship management. The role supports in-office collaboration four days per week with one day remote, and offers salary and growth

Qualifications

• High school diploma or equivalent required; bachelor's degree preferred.
• Willingness to pursue securities licenses (SIE, Series 7, Series 66) and life insurance licenses.
• Strong communication and relationship-building skills; goal-oriented and coachable.

Responsibilities

• Prepare for and obtain key financial licenses.
• Engage directly with clients and prospective clients.
• Learn how to identify client needs and recommend appropriate solutions.
• Work toward performance goals in a client-focused environment.
• Receive coaching and mentorship for advisor career progression.

Skills

Communication skills

Relationship building

Goal oriented

Coachable

Education

High school diploma or equivalent

Bachelor's degree

Tools

SIE License

Series 7 License

Series 66 License

Life Insurance Licenses

Job description

Ameriprise Financial Services, LLC. is seeking a Client Support Associate to begin a licensed, client-facing career. You will prepare for SIE, Series 7, Series 66, and life licenses while engaging with clients to identify needs and offer solutions.

You will receive coaching and progression through a structured advisor career path into financial planning and relationship management. The role supports in-office collaboration four days per week with one day remote, and offers salary and growth