Full-Time

Financial Advisor

Posted on 3/14/2025

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

No salary listed

Mid, Senior

No H1B Sponsorship

New Haven, CT, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Marketing
Requirements
  • 3+ years of work experience with a proven track record of success.
  • Have a network of personal and professional contacts within the local area that you may engage for referrals.
  • Showcase a background in building strong relationships and delivering superior client service.
  • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
  • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
  • Ability to obtain required licenses within 150 days of hire: FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam), State Securities (Series 63 or Series 66), State IAR (Series 65 or Series 66), State Life, Health Insurance and Variable Products lines.
Responsibilities
  • Attend and engage in coaching and training led by the leadership team and established advisors.
  • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
  • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
  • Schedule and conduct financial planning and advice meetings with clients and client prospects.
  • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
  • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
  • Build a book of business as a stand-alone Ameriprise Financial advisor.
  • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
  • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.
Desired Qualifications
  • Four-year college degree, or equivalent
  • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
  • Willingness and desire to be part of a coaching relationship and peer learning environment.
  • Proven track record of continued success in all industries and careers including, but not limited to: Accountants, Attorneys, Bankers, CERTIFIED FINANCIAL PLANNER™ professionals, Community leaders, Consultants, Entrepreneurs, Fundraisers, Insurance agents, Military personnel, Professional athletes, Real estate agents and developers, Risk managers, Sales and marketing professionals, Teachers and educators.

Ameriprise Financial offers financial planning services and advice through a network of financial advisors. Their services include helping clients prepare for retirement, manage investments, and make informed financial decisions. Clients work with advisors to create personalized financial plans that align with their goals and risk tolerance. Ameriprise distinguishes itself from competitors by focusing on a comprehensive approach to financial planning, emphasizing the importance of understanding clients' unique situations and aspirations. The company's goal is to empower individuals to achieve their financial dreams and live confidently in retirement.

Company Size

10,001+

Company Stage

IPO

Headquarters

Minneapolis, Minnesota

Founded

1894

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for personalized advice drives more clients to Ameriprise.
  • Digital financial planning tools enhance client engagement and streamline interactions.
  • Growing interest in ESG investing provides expansion opportunities for Ameriprise.

What critics are saying

  • Legal disputes may damage Ameriprise's reputation and financial standing.
  • Recruitment from competitors may lead to conflicts of interest or integration challenges.
  • Focus on recruiting experienced advisors may increase operational costs and resource pressure.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial advice amid economic uncertainty and market volatility.
  • The firm leverages digital tools to enhance client engagement and streamline interactions.
  • Ameriprise expands ESG investment products to meet growing interest in sustainable investing.

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Benefits

Remote Work Options

Hybrid Work Options

Company News

Slater Sentinel
Mar 2nd, 2025
Cobblestone Capital Advisors LLC NY Makes New $204,000 Investment in Ameriprise Financial, Inc. (NYSE:AMP)

Cobblestone Capital Advisors LLC NY makes new $204,000 Investment in Ameriprise Financial, Inc. (NYSE:AMP).

MarketBeat
Feb 28th, 2025
Van Cleef Asset Management Inc Makes New $266,000 Investment in Ameriprise Financial, Inc. (NYSE:AMP)

Van Cleef Asset Management Inc makes new $266,000 investment in Ameriprise Financial, Inc. (NYSE:AMP).

Wealth Management
Feb 14th, 2025
Deals & Moves: LPL, Ameriprise Add Advisors Amid Mounting Legal Disputes

Ameriprise also announced Tuesday that financial advisor Jeff Impey had left LPL to join its branch channel division to partner "with a client-focused firm that offers extensive support and resources."

InvestmentNews
Feb 11th, 2025
LPL welcomes $630M sibling advisor duo from Corebridge

Meanwhile, Ameriprise Financial announced it has added Jeff Impey to its branch channel.

Yahoo
Jan 6th, 2025
Ameriprise Asks Judge to Toss Clients' Cash-Sweep Lawsuit

Four investors are suing Ameriprise in federal court in Minneapolis, accusing it of breach of fiduciary duty and contract, and saying it should have paid them a higher interest rate on uninvested cash.