Ameriprise Financial, Inc

Financial Advisor

Ameriprise Financial, Inc$75K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience as a financial advisor.
  • Possess Series 7, Series 66, and Life & Health licenses.
  • CFP® designation is highly desired.
  • Exceptional interpersonal and communication abilities.
  • Detail-oriented, organized, and proactive mindset.
  • Existing book of business is preferable but not mandatory.

Responsibilities

  • Build and nurture strong client relationships, offering tailored financial advice.
  • Prepare and follow up on client meetings with accurate documentation.
  • Create comprehensive financial plans alongside researched investment recommendations.
  • Execute trades and transactions while monitoring market trends.
  • Engage proactively with clients to understand their evolving needs and offer additional services.
  • Service current clients while developing your own book of business through referrals and networking.

Benefits

  • Comprehensive benefits package including PTO and paid holidays.
  • 401(k) plan with employer matching contributions.
  • Opportunities for professional development and resources to aid in client base growth.
Full Job Description
We're Hiring: Financial Advisor
GuideWorth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial

Our practice currently manages over $500 million in assets and is actively acquiring new clients. With a strong structure in place, we support our advisors in serving existing clients while also helping them build and grow their own book of business. This role has the potential to transition into a hybrid schedule in the future, offering both in-office and remote flexibility. This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish.

Responsibilities
  • Client Relationship Management: Build and nurture relationships with clients, providing exceptional service and advice tailored to their financial goals.
  • Meeting Preparation and Follow-Up: Ensure client meetings are well-prepared with accurate documentation; conduct diligent follow-up afterward.
  • Financial Planning & Investment Guidance: Develop comprehensive financial plans and provide well-researched investment recommendations.
  • Trades and Transactions: Execute trades and transactions accurately while staying informed on market trends.
  • Deepening Relationships: Proactively engage with clients to understand evolving needs and introduce additional services.
  • Business Development: Service existing practice clients while also developing your own book of business. Engage with referrals, prospects, and your natural market.

Qualifications
  • Minimum of five years' experience as a financial advisor.
  • Hold Series 7, Series 66, and Life & Health licenses.
  • CFP® designation strongly preferred.
  • Strong interpersonal and communication skills.
  • Highly organized, detail-oriented, and proactive.
  • Book of business preferred, but not required.

Compensation & Benefits
  • Initial base compensation range of $75,000 - to $100,000, commensurate with experience.
    • Exempt status
  • Variable compensation based on performance.
  • Comprehensive benefits package, including PTO and paid holidays.
  • 401(k) plan with employer match.
  • Professional development opportunities and practice-provided resources to help grow your client base.

How to Apply

If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success.

Join a collaborative, forward-thinking wealth advisory practice where you can grow your career, expand your book of business, and make a lasting impact on clients' lives.

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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