Financial Advisor in Training

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

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. 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.

Job Description

Are you a driven relationship‑builder who enjoys connecting with people, achieving goals, and helping others succeed?

What You'll Do

• Prepare for and obtain key financial licenses
• Build consultative sales and relationship‑management skills
• 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, growth‑oriented environment
• Receive coaching, mentorship, and professional development support
• Complete ongoing training to master products, tools, and client service

What We're Looking For

• Required High school diploma or equivalent
• Strong communication and relationship‑building skills
• Ability to thrive in a goal‑oriented environment
• Commitment to obtaining required licenses
• Preferred Bachelor's degree
• Experience in sales, business development, customer service, hospitality, athletics, military service, or other client‑facing roles
• Demonstrated ability to influence, persuade, or build trust with others
• Coachable, resilient, and motivated to achieve results
• Interest in financial services and helping clients reach their goals

Training & Development

Ameriprise provides support to obtain: Securities Industry Essentials (SIE), Series 7, Series 66 Life Insurance Licenses. You'll receive ongoing coaching, mentorship, and development as you progress through a structured advisor career path.

Compensation & Benefits

• $55,000 starting salary while completing licensing requirements
• Opportunity to earn $57,000-$95,000+ within the first three years through salary and performance‑based incentives
• Tuition reimbursement
• CFP® certification support
• Comprehensive benefits package

The Career Path

Upon obtaining your required licenses, you'll progress into the Client Support Associate role, where you'll gain deeper exposure to financial planning, client relationship management and advisor development. As a Client Support Associate, you'll:

• Shadow client meetings
• Learn how financial plans are developed
• Expand your understanding of financial products and solutions
• Develop stronger client‑facing and advisory skills through mentorship and coaching

From there, you'll have the opportunity to progress into a Financial Advisor role, where you'll lead client relationships, develop financial strategies and help individuals make confident financial decisions. As you grow your expertise and client impact, you'll continue to unlock new career and earning opportunities throughout your advisor journey.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In‑Office Collaboration

We are a client‑centric, relationship‑based business. Working together, in‑person, is foundational to how we achieve results. By fostering a culture of face‑to‑face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in‑office time or different in‑office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary

The estimated base salary for this role is $55,000/ year.

Equal Opportunity Employer

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.