Full-Time

Associate Financial Advisor

Afa

Confirmed live in the last 24 hours

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Entry, Junior

Cedar Rapids, IA, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • College degree from an accredited college or university
  • Ability to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and appropriate insurance licenses
  • Previous financial services/insurance experience a plus
Responsibilities
  • Nurture long-term, valued client relationships
  • Work alongside veteran advisors
  • Build a sustainable practice
  • Adhere to the highest standards of business and professional ethics
  • Maintain legal and regulatory requirements
  • Meet with and present client planning strategies

Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients assess their retirement readiness and providing strategies to manage investment risks. Clients can engage in conversations about their financial goals, such as whether to pay off a mortgage early, with the guidance of an advisor. What sets Ameriprise apart from competitors is their focus on personalized financial conversations and the emphasis on rational decision-making in investing. The company's goal is to empower clients to achieve their financial dreams and live the life they have earned.

Company Stage

N/A

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Joining Ameriprise offers the opportunity to work with a leading financial planning firm with a strong reputation and extensive client base.
  • The company's focus on personalized financial advice allows advisors to build meaningful relationships with clients, enhancing job satisfaction.
  • Ameriprise's philanthropic efforts and community involvement can provide employees with a sense of purpose and pride in their work.

What critics are saying

  • Legal disputes, such as the ongoing lawsuit with LPL Financial, could impact Ameriprise's reputation and create a challenging work environment.
  • The competitive nature of the financial advisory industry may pressure Ameriprise to continuously innovate and differentiate its services.

What makes Ameriprise Financial unique

  • Ameriprise Financial emphasizes personalized financial planning and advisor-client relationships, setting it apart from competitors who may focus more on automated or impersonal services.
  • The firm's Confident Retirement® approach and focus on retirement readiness provide a unique value proposition in the financial advisory market.
  • Ameriprise's commitment to philanthropy, as evidenced by nearly $2 million in grant funding, enhances its reputation as a socially responsible company.

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