Associate Financial Advisor

00001 Ameriprise Financial Inc; United States; On-site; USD 80,000 - 110,000; Full time

Job summary

Ameriprise Financial is seeking an Associate Financial Advisor to support a fast-paced, client-centric planning practice within an Ameriprise Financial Franchise owner structure. You will assist in gathering client data, preparing plans, and delivering tailored advice while learning from senior advisers.

This role emphasizes ethical standards, regulatory compliance, and building a growing client base through strong relationship management and clear financial planning deliverables.

Qualifications

• College degree or higher completed.
• 2+ years of similar experience in financial services.
• Series 7, Series 66 and state life/health insurance licenses held.

Responsibilities

• Prepare for client meetings focused on planning discussions.
• Gather and enter client data into Financial Planning Tool Suite.
• Create planning deliverables and recommendations for clients.
• Conduct meetings to present recommendations and deliver advice.
• Support ongoing client servicing and follow-up activities.

Education

College degree or higher

Series 7

Series 66

State life, accident and health license

Tools

Financial Planning Tool Suite

Job description

At 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. World< 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.

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

Note: Candidates from both Mankato and Austin, MN are preferred.

• 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

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.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation.

For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth.

Explore opportunities within each business and region below.

Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers