About this role
We’re offering more than just a job — this is a career track opportunity for a growth-minded advisor who is ready to take on real responsibility and build lasting relationships. As a member of our team, you’ll assist the firm’s founding partners in managing relationships with top-tier clients in a “second-chair” advisory role — gaining exposure, mentorship, and credibility. Additionally, after an appropriate amount of time you will be given a set of client relationships to manage and deepen. As your knowledge and experience grow, you’ll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly.
There are no business development requirements in this role. (i.e. You will not be expected to bring in new clients.)
Key Responsibilities
Manage and deepen relationships within an assigned client book of business.
Collaborate with the lead advisor in a support capacity to serve complex client relationships during financial planning and review meetings.
Onboard and build new client relationships that come in via practice acquisitions.
Prepare for client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning.
Maintain accurate and timely client records in CRM system.
Uphold a white-glove service experience in every client interaction.
What We’re Looking For
0–5 years of experience in financial planning or advisory services.
Series 7 & 66 Exams and state Insurance license will be required within first 6 months of hire.
Strong interpersonal skills with the ability to build rapport and trust with clients.
A team-first attitude and a growth mindset — you see opportunity where others see obstacles.
Comfortable with both the technical and relational sides of financial advising.
Ambition to become a lead advisor and grow your own book of business within our ecosystem.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Other facts
About Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social
*Ameriprise Financial Q1 2024 Earnings Release.
What you'll do
- The Associate Financial Advisor will manage and deepen relationships within an assigned client book of business and collaborate with the lead advisor to serve complex client relationships. They will also prepare for client meetings and maintain accurate client records.
Ready to join Ameriprise Financial Services, LLC?
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