What are the responsibilities and job description for the Financial Advisor in Training - Charlotte position at Ameriprise Financial Services, LLC?
Ameriprise Personal Wealth Group Advisor Pathway Program
Are you passionate about helping people achieve their financial goals and dreams? In the Ameriprise Personal Wealth Group, we’re redefining financial advising by building deep, meaningful relationships with clients—virtually—through our Confident Retirement® approach.
This isn’t just a job—it’s a career path designed for individuals who want to make a real impact and grow into a successful financial advisor role with structured training, mentorship, and support every step of the way.
Financial Advisor Trainee Role
As a Financial Advisor Trainee You’ll Start Your Journey With a Clear Roadmap To Success. We’ll Provide Everything You Need To Thrive
Comprehensive Training & Licensing Support
We’ll help you earn your SIE, Series 7, Series 66, and Life Insurance licenses—setting you up for long-term success.
Hands-On Experience
Once licensed, you’ll join a dynamic advising team, working directly with clients while continuing to learn through mentorship, classroom sessions, and on-the-job coaching.
Career Growth & Professional Development
You’ll have access to tuition reimbursement, competitive compensation, and support to pursue advanced designations like CFP® certification.
What You’ll Do
Prepare for and obtain key financial licenses
Engage with clients in meaningful conversations (no licenses required for initial activities)
Document interactions in our CRM system
Complete ongoing training to master products, tools, and client service
What We’re Looking For
High school diploma or equivalent
Bachelor's degree preferred
Strong communication and relationship-building skills
Ability to thrive in a fast-paced, goal-driven environment
Commitment to earning required licenses within set timelines
The Career Path
Once you've successfully obtained all of your licenses, you'll move into the Client Support Associate role which allows you to dive deeper into what it means to work with clients and be a financial advisor. In addition to addressing immediate client needs, you’ll engage in award-winning advisor development experiences designed to help you thrive. Our programs emphasize learning embedded in your daily work, focusing on the financial planning process, effective sales and communication strategies, and a comprehensive introduction to the products and services that power the Ameriprise Client Experience. Through continuous professional development, you’ll build the skills and behaviors that drive long-term success, supported by technology-enabled learning and a culture committed to helping advisors grow with confidence.
As the Client Support Associate, you'll shadow client appointments, learn how to write financial plans and gain a better understanding of the products and services we offer our clients. From there, you'll have the opportunity to move into the Financial Advisor role, where you're taking on client meetings and helping individuals feel confident about their financial future.
Ready to build a career that makes a difference? Join the Ameriprise Personal Wealth Group and help clients feel confident about their financial future—while creating your own.
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
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
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AFG Ameriprise Franchise Group
Are you passionate about helping people achieve their financial goals and dreams? In the Ameriprise Personal Wealth Group, we’re redefining financial advising by building deep, meaningful relationships with clients—virtually—through our Confident Retirement® approach.
This isn’t just a job—it’s a career path designed for individuals who want to make a real impact and grow into a successful financial advisor role with structured training, mentorship, and support every step of the way.
Financial Advisor Trainee Role
As a Financial Advisor Trainee You’ll Start Your Journey With a Clear Roadmap To Success. We’ll Provide Everything You Need To Thrive
Comprehensive Training & Licensing Support
We’ll help you earn your SIE, Series 7, Series 66, and Life Insurance licenses—setting you up for long-term success.
Hands-On Experience
Once licensed, you’ll join a dynamic advising team, working directly with clients while continuing to learn through mentorship, classroom sessions, and on-the-job coaching.
Career Growth & Professional Development
You’ll have access to tuition reimbursement, competitive compensation, and support to pursue advanced designations like CFP® certification.
What You’ll Do
Prepare for and obtain key financial licenses
Engage with clients in meaningful conversations (no licenses required for initial activities)
Document interactions in our CRM system
Complete ongoing training to master products, tools, and client service
What We’re Looking For
High school diploma or equivalent
Bachelor's degree preferred
Strong communication and relationship-building skills
Ability to thrive in a fast-paced, goal-driven environment
Commitment to earning required licenses within set timelines
The Career Path
Once you've successfully obtained all of your licenses, you'll move into the Client Support Associate role which allows you to dive deeper into what it means to work with clients and be a financial advisor. In addition to addressing immediate client needs, you’ll engage in award-winning advisor development experiences designed to help you thrive. Our programs emphasize learning embedded in your daily work, focusing on the financial planning process, effective sales and communication strategies, and a comprehensive introduction to the products and services that power the Ameriprise Client Experience. Through continuous professional development, you’ll build the skills and behaviors that drive long-term success, supported by technology-enabled learning and a culture committed to helping advisors grow with confidence.
As the Client Support Associate, you'll shadow client appointments, learn how to write financial plans and gain a better understanding of the products and services we offer our clients. From there, you'll have the opportunity to move into the Financial Advisor role, where you're taking on client meetings and helping individuals feel confident about their financial future.
Ready to build a career that makes a difference? Join the Ameriprise Personal Wealth Group and help clients feel confident about their financial future—while creating your own.
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
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
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AFG Ameriprise Franchise Group