Strategic Financial Analyst Advisor Recruiting

Ameriprise Financial Services, LLC; Minneapolis (MN); Hybrid; USD 71,000 - 98,000; Full time

Benefits offered by this job

Vacation time

Sick time

401(k)

Health, dental and life insurances

Job summary

Ameriprise Financial is seeking a Senior Financial Analyst to partner with the Advisor Recruiting organization, delivering rigorous financial analysis, evaluating recruiting economics, and providing strategic recommendations to support recruiting opportunities. This role collaborates with Recruiting, Field Leadership, and senior leaders to guide advisor growth.

Key responsibilities include financial modeling, deal analysis, and advising on packages and ramp-up, with a focus on data-driven

Qualifications

• Bachelor’s degree (or equivalent) in Finance, Accounting, Economics, or a quantitative field.
• 3-5 years of experience in a financial/analytical role.
• Strong command of financial modeling and analysis using spreadsheets and analytical tools.
• Attention to detail with a focus on accuracy and quality.
• Proven ability to manage multiple priorities in a deadline-driven environment.
• Strong written and verbal communication skills with management presentation experience.
• Ability to collaborate with business partners and build relationships.

Responsibilities

• Perform financial modeling and Cost Benefit Analyses (CBAs) to support advisor recruiting opportunities.
• Analyze advisor recruiting deals, payout structures, offer economics including profitability and cash flow.
• Partner with recruiting leaders and field management to evaluate advisor packages, acquisitions, and growth opportunities.
• Conduct advisor ramp-up and performance analyses using historical and projected data.
• Provide financial recommendations and decision support for recruiting offers to senior leadership.
• Support special projects related to advisor recruiting strategy, compensation programs, and growth initiatives.

Skills

Financial modeling

P&L analysis

CBAs

Payout analysis

Communication

Time management

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Excel

Job description

Ameriprise Financial is seeking a Senior Financial Analyst to partner with the Advisor Recruiting organization, delivering rigorous financial analysis, evaluating recruiting economics, and providing strategic recommendations to support recruiting opportunities. This role collaborates with Recruiting, Field Leadership, and senior leaders to guide advisor growth.

Key responsibilities include financial modeling, deal analysis, and advising on packages and ramp-up, with a focus on data-driven