Full-Time

Financial Advisor

Confirmed live in the last 24 hours

Ameriprise Financial

Ameriprise Financial

10,001+ employees

Provides financial planning and advisory services

Fintech
Financial Services

Mid, Senior

No H1B Sponsorship

Leawood, KS, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Marketing

You match the following Ameriprise Financial's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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 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 who can help them make informed decisions. What sets Ameriprise apart from competitors is their focus on personalized financial planning and the emphasis on building a confident retirement strategy tailored to individual needs. The company's goal is to empower clients to achieve their financial dreams and live the life they have earned.

Company Size

10,001+

Company Stage

IPO

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

1894

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital financial planning tools enhances client engagement.
  • Growing demand for personalized financial advice aligns with Ameriprise's service model.
  • The rise of ESG investing supports Ameriprise's integration of ESG factors.

What critics are saying

  • Legal disputes over cash-sweep practices could lead to financial penalties.
  • Departure of advisors to competitors may impact client retention and growth.
  • Recruitment of new advisors may increase operational costs.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial advice through a human advisor model.
  • The firm integrates ESG factors into investment strategies to meet client demand.
  • Ameriprise has been recognized as a Military Friendly Employer for eleven consecutive years.

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Benefits

Remote Work Options

Hybrid Work Options

Company News

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.

Illumyfi
Jan 6th, 2025
25-Year Industry Veteran Brings $140 Million in Assets to Ameriprise Financial

MINNEAPOLIS-(BUSINESS WIRE)-Financial advisor Ben Fogarty, MBA, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) from LPL Financial with nearly $140 million in assets.

Twin Cities
Dec 22nd, 2024
Business People: Jan Malcolm, Brian Thun added to Blue Cross board

Ameriprise Financial, Minneapolis, announced that Jason Holt, an Ameriprise financial adviser with a practice in Wayzata, has received the 2025 Five Star Wealth Manager award by Five Star Professional, a third-party research firm.