Ameriprise Financial, Inc

Senior Financial Analyst

Ameriprise Financial, Inc • $71K — $98K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or a quantitative field.
  • 3-5 years of experience in a financial or analytical role.
  • Strong financial modeling and analysis skills using spreadsheets and analytical tools.
  • Detail-oriented with a focus on accuracy and quality.
  • Ability to manage multiple priorities in a deadline-driven environment.
  • Proven track record of producing clear, decision-supporting analyses and recommendations.
  • Strong written and verbal communication skills, including experience presenting to management.
  • Interpersonal skills to collaborate effectively with business partners.

Responsibilities

  • Perform financial modeling and Cost Benefit Analyses (CBAs) for advisor recruiting opportunities.
  • Analyze advisor recruiting deals, payout structures, and offer economics.
  • Partner with recruiting leaders to evaluate advisor packages and growth opportunities.
  • Conduct advisor ramp-up and performance analyses using business data.
  • Provide financial recommendations and decision support for recruiting offers to senior leadership.
  • Support special projects related to advisor recruiting strategy and business growth initiatives.

Benefits

  • Flexible work-from-home policy (1 day per week).
  • Comprehensive benefits program including health, dental, and life insurance.
  • 401(k) plan to support retirement savings.
  • Vacation and sick time to promote work-life balance.
Full Job Description
Job Description

Ameriprise Financial has an exciting opportunity and we are looking to hire a Senior Financial Analyst who will be a key Finance partner supporting the Ameriprise Advisor Recruiting organization. This role helps drive advisor growth by delivering rigorous financial analysis, evaluating recruiting economics, decision support, and strategic recommendations that help evaluate recruiting opportunities. The position partners closely with several Business partners including the Recruiting team, Field Leadership, and Senior leaders to support strategic recruiting decisions.

Primary Responsibilities
  • Perform financial modeling and Cost Benefit Analyses (CBAs) to support advisor recruiting opportunities.
  • Analyze advisor recruiting deals, payout structures, offer economics including profitability and cash flow.
  • Partner with recruiting leaders and field management to evaluate advisor packages, acquisitions, and growth opportunities.
  • Conduct advisor ramp-up and performance analyses using historical and projected business data.
  • Provide financial recommendations and decision support for recruiting offers to senior leadership.
  • Support special projects related to advisor recruiting strategy, compensation programs, and business growth initiatives.


Required Qualifications

  • Bachelor's degree (or equivalent) in Finance, Accounting, Economics, or a quantitative field.
  • 3-5 years of experience in a financial, analytical, or related role.
  • Strong command of financial modeling and analysis using spreadsheets and analytical tools.
  • Attention to detail with a focus on accuracy and quality.
  • Proven ability to manage multiple priorities in a deadline-driven environment.
  • Demonstrated ability to produce clear, decision-supporting analyses and recommendations.
  • Strong written and verbal communication skills, including experience presenting to management.
  • Strong interpersonal skills to collaborate with Business partners and build strong relationships.


Preferred Qualifications

  • Experience in building relationships that influence and establish credibility across an organization - to business partners, senior finance leadership, other finance areas, etc.


In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Base Pay Salary

The estimated base salary for this role is $71,300- $98,100/ year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Finance

Line of Business

FIN Finance

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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