Associate Financial Advisor

RiverSource Life Insurance Company; Austin, Northern (MN, KY); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Ameriprise Financial is hiring an Associate Financial Advisor in Austin, MN. The role supports the advisor by handling client data, preparing plans, and delivering client-focused service in a fast-paced practice.

With a college degree and 2+ years in a similar role, you will hold Series 7/66 and state life/health licenses. Expect steady client interaction, plan development, and ongoing professional growth in a franchise-owned environment.

Qualifications

• College degree or higher required.
• 2+ years of similar financial advisory experience.
• Series 7 and Series 66 licenses with life/health insurance credentials.

Responsibilities

• Assist in daily office operations and client service.
• Support advisors in client meetings and data gathering.
• Prepare financial plans and deliverables for clients.
• Enter client data into planning tools and run illustrations.
• Help execute recommendations and track client actions.

Skills

Client data

Client meetings

Communication

Analytical

Education

Bachelor's degree or higher

Tools

Financial Planning Tool Suite

Job description

## Associate Financial AdvisorApply: On-Site: Austin, Minnesota: Full time: Posted Yesterday: End Date: October 15, 2026 (28 days left to apply): R26\\_1572At 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.**Job Description**Position Description: Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Worl< 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.**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.****Position Responsibilities:**•Prepare for client meetings focused on planning discussions •Gather and enter client data into Financial Planning Tool Suite •Create planning deliverables •Perform case analysis and develop recommendations •Conduct and/or participate in client meetings to present recommendations/deliver advice •Track/hold clients accountable to agree upon actions •Answer questions and provide readily available information to clients, if requested, as it relates to servicing their account •Run illustrations and hypotheticals •Develop appropriate product deliverables •Execute appropriate trades to align with proposed portfolio •Complete follow-up from client meetings, correspondence, calls etc. **Education and other designations:**•College degree or higher •2+ years of similar experience •Already have successfully completed the following: Series 7, Series 66, and State life, accident and health insurance license**Note:** Candidates from both Mankato and Austin, MN are preferred.**Base Pay Salary**The salary range is 80-110k/ year**Full-Time/Part-Time**Full time*Ameriprise 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.*