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

Compensation Overview

$66k - $68.6kAnnually

+ Bonus + Commission + Long-term Incentives

Mid, Senior

No H1B Sponsorship

Los Angeles, CA, 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 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 Stage

IPO

Total Funding

$287.3M

Headquarters

Minneapolis, Minnesota

Founded

1894

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital tools can enhance client engagement and streamline interactions.
  • Growing trend of ESG investing attracts more clients to Ameriprise.
  • Rise of robo-advisors presents an opportunity for Ameriprise to expand digital offerings.

What critics are saying

  • Client data breaches due to departing advisors pose significant security concerns.
  • Legal challenges related to cash-sweep interest rates could impact financial stability.
  • Reputational risk from public disputes with competitors may affect client trust.

What makes Ameriprise Financial unique

  • Ameriprise offers personalized financial advice through a network of experienced advisors.
  • The firm has a strong focus on retirement planning and readiness.
  • Ameriprise is recognized as a Military Friendly Employer for 11 consecutive years.

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Benefits

Remote Work Options

Hybrid Work Options