Ameriprise Financial, Inc

Associate Financial Advisor

Ameriprise Financial, Inc$100K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree
  • 2-5+ years in financial services or a client-facing role
  • Active securities licenses (Series 7 & 66 preferred or willingness to obtain quickly)
  • Interest in pursuing or currently working toward CFP® certification
  • Experience with financial planning tools and client relationship systems

Responsibilities

  • Support advisors in managing and developing client relationships
  • Build trust with clients through consistent communication and education
  • Grow into increased client ownership over time
  • Assist in developing financial plans and investment strategies
  • Analyze client data and provide thoughtful, personalized recommendations
  • Prepare materials and ensure follow-through on action items
  • Work closely with advisors and team members to deliver a high-quality client experience

Benefits

  • Health benefits
  • 401(k) with 4% employer contribution
  • Paid time off and holidays
  • Performance-based income growth tied to client development
  • Long-term opportunity for equity participation
  • Hybrid work schedule with flexible options
Full Job Description
Associate Financial Advisor (AFA)

Location: Lakeville, MN | Full-Time

Fireside Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) to join a collaborative and growth-focused team. This role is designed for a licensed professional who is eager to build long-term client relationships, develop planning expertise, and pursue the CFP® designation (if not already obtained).

This is an ideal opportunity for someone who has foundational experience but is still early enough in their career to grow within a practice-progressing into client ownership, increased responsibility, and potential long-term equity participation.

Key Responsibilities

Client Relationship Development
  • Support advisors in managing and developing client relationships
  • Build trust with clients through consistent communication and education
  • Grow into increased client ownership over time

Financial Planning & Analysis
  • Assist in developing financial plans and investment strategies
  • Analyze client data and provide thoughtful, personalized recommendations
  • Support planning conversations with a strong analytical foundation

Meeting Preparation & Execution
  • Prepare materials and ensure follow-through on action items
  • Participate in client meetings and gradually take on a more active role

Team Collaboration
  • Work closely with advisors and team members to deliver a high-quality client experience
  • Contribute to a positive, supportive team culture


Ideal Candidate Profile

Required Qualifications
  • Bachelor's degree
  • 2-5+ years of experience in financial services or a related, client-facing role
  • Active securities licenses (Series 7 & 66 preferred or willingness to obtain quickly)

Preferred Qualifications
  • Interest in pursuing or currently working toward CFP® certification
  • Experience working with financial planning tools and client relationship systems

Professional Strengths
  • Strong interpersonal and relationship-building skills
  • Analytical mindset with attention to detail
  • Organized, proactive, and coachable


Compensation & Benefits

Base Salary: $100,000 - $140,000 (commensurate with experience) - exempt

Incentive Compensation:
  • Performance-based income growth tied to client development and contribution
  • Long-term opportunity for equity participation

Benefits Include:
  • Health benefits
  • 401(k) with 4% employer contribution
  • Paid time off and holidays

Work Environment: Hybrid schedule (in-office presence expected; flexibility available)

About Ameriprise Financial, Inc

Ameriprise Financial, Inc Careers

Joining Ameriprise Financial, Inc presents an unparalleled opportunity to advance your career with a leader in financial services. Our team of professionals is dedicated to fostering an environment of growth, innovation, and leadership. Work You’ll Do At Ameriprise Financial, Inc, you will be part of a culture that thrives on diversity, professional excellence, and ethical standards. Our employees are empowered to master their roles and contribute to the company’s success through continuous personal and professional development. Transform Your Career Lead your career on a path of continuous growth with Ameriprise Financial, Inc. Our company stands at the forefront of the financial industry, integrating cutting-edge technology and substantial market expertise to deliver exceptional service to our clients. Work with a team of skilled professionals who are committed to a culture of innovation and exceptional leadership. Collaborate on projects that reshape financial planning and improve client outcomes. Ameriprise Financial, Inc Job Opportunities We are actively hiring and have a variety of job opportunities that cater to different skills and career levels. From entry-level positions to leadership roles, Ameriprise Financial, Inc offers a dynamic work environment where your skills will be honed and your achievements recognized. Join our team and contribute to our mission of helping clients achieve their financial goals. Explore positions in areas such as financial advising, customer service, IT, and more. Internship Programs Kickstart your career with an Ameriprise Financial, Inc internship. Our internships provide invaluable workplace experience, networking opportunities, and insights into the financial services industry. Interns at Ameriprise Financial, Inc are crucial team members, working alongside seasoned professionals and contributing to real-world projects. Benefits and Growth Ameriprise Financial, Inc is committed to the growth and development of our employees. We offer competitive benefits, diversity training, and professional development programs that encourage our team to stay ahead in the industry. Our benefits package includes health, dental, and vision insurance, retirement plans, and generous paid time off. Leadership and Development Develop your leadership skills through targeted training and mentorship at Ameriprise Financial, Inc. We believe in nurturing leadership potential and offer various programs designed to help you grow into a visionary leader within the company. Stay Connected Join Our Team Search for open positions that match your skills and interests. We are looking for passionate, curious, and driven team players. Start your journey with Ameriprise Financial, Inc today and build a career that you can be proud of. SEARCH AMERIPRISE FINANCIAL JOBS Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at Ameriprise Financial, Inc.
Learn more about Ameriprise Financial, Inc
Size
12,000 employees
Market Cap
$32.7 billion
Industry
Net Income
$1.5 billion
Founded
1894
5 Year Trend
+2.6%
Revenue
$11.9 billion
NASDAQ

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