What are the responsibilities and job description for the Financial Advisor in Training position at Ameriprise Financial Services, LLC?
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 year-end 2024. Our team of 22,000 people across 19 countries, serves 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.
Job Description
Are you a driven relationship-builder who enjoys connecting with people, achieving goals, and helping others succeed?
The Ameriprise Personal Wealth Group (APWG) is a team of 200 advisors supporting clients virtually. Through training, licensing support, mentorship, and hands-on client experience, you'll develop the skills needed to build trusted client relationships and help individuals make confident financial decisions.
Whether your background is in sales, business development, hospitality, athletics, customer service, military service, or another client-facing role, we're looking for individuals who are motivated by helping people and creating meaningful outcomes.
What You'll Do
Prepare for and obtain key financial licenses
Build consultative sales and relationship-management skills
Engage directly with clients and prospective clients
Learn how to identify client needs and recommend appropriate solutions
Work toward performance goals in a client-focused, growth-oriented environment
Receive coaching, mentorship, and professional development support
Complete ongoing training to master products, tools, and client service
What We're Looking For
Required
High school diploma or equivalent
Strong communication and relationship-building skills
Ability to thrive in a goal-oriented environment
Commitment to obtaining required licenses
Preferred
Bachelor's degree
Experience in sales, business development, customer service, hospitality, athletics, military service, or other client-facing roles
Demonstrated ability to influence, persuade, or build trust with others
Coachable, resilient, and motivated to achieve results
Interest in financial services and helping clients reach their goals
Training & Development
Ameriprise Provides Support To Obtain
Securities Industry Essentials (SIE)
Series 7
Series 66
Life Insurance Licenses
You'll receive ongoing coaching, mentorship, and development as you progress through a structured advisor career path.
Compensation & Benefits
$55,000 starting salary while completing licensing requirements
Opportunity to earn $57,000-$95,000 within the first three years through salary and performance-based incentives
Tuition reimbursement
CFP® certification support
Comprehensive benefits package
The Career Path
Upon obtaining your required licenses, you'll progress into the Client Support Associate role, where you'll gain deeper exposure to financial planning, client relationship management and advisor development.
As a Client Support Associate, You'll
Shadow client meetings
Learn how financial plans are developed
Expand your understanding of financial products and solutions
Develop stronger client-facing and advisory skills through mentorship and coaching
From there, you'll have the opportunity to progress into a Financial Advisor role, where you'll lead client relationships, develop financial strategies and help individuals make confident financial decisions. As you grow your expertise and client impact, you'll continue to unlock new career and earning opportunities throughout your advisor journey.
Ready to Build a Career That Makes a Difference?
Join Ameriprise Personal Wealth Group and help clients feel confident about their financial future while creating a rewarding future of your own.
About This Opportunity
We regularly recruit for this role and maintain an active talent pool of interested candidates. While we may not have an immediate vacancy at the time of your application, we encourage you to apply if this opportunity aligns with your skills and experience.
All applications are carefully reviewed, and if your profile is a strong match, we will reach out as suitable positions become available. By applying, you’ll be considered for future openings as they arise.
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).
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.
Base Pay Salary
The estimated base salary for this role is $55,000/ 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
Non-Exempt
Job Family Group
Sales
Line of Business
AFG Ameriprise Franchise Group
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves 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.
Job Description
Are you a driven relationship-builder who enjoys connecting with people, achieving goals, and helping others succeed?
The Ameriprise Personal Wealth Group (APWG) is a team of 200 advisors supporting clients virtually. Through training, licensing support, mentorship, and hands-on client experience, you'll develop the skills needed to build trusted client relationships and help individuals make confident financial decisions.
Whether your background is in sales, business development, hospitality, athletics, customer service, military service, or another client-facing role, we're looking for individuals who are motivated by helping people and creating meaningful outcomes.
What You'll Do
Prepare for and obtain key financial licenses
Build consultative sales and relationship-management skills
Engage directly with clients and prospective clients
Learn how to identify client needs and recommend appropriate solutions
Work toward performance goals in a client-focused, growth-oriented environment
Receive coaching, mentorship, and professional development support
Complete ongoing training to master products, tools, and client service
What We're Looking For
Required
High school diploma or equivalent
Strong communication and relationship-building skills
Ability to thrive in a goal-oriented environment
Commitment to obtaining required licenses
Preferred
Bachelor's degree
Experience in sales, business development, customer service, hospitality, athletics, military service, or other client-facing roles
Demonstrated ability to influence, persuade, or build trust with others
Coachable, resilient, and motivated to achieve results
Interest in financial services and helping clients reach their goals
Training & Development
Ameriprise Provides Support To Obtain
Securities Industry Essentials (SIE)
Series 7
Series 66
Life Insurance Licenses
You'll receive ongoing coaching, mentorship, and development as you progress through a structured advisor career path.
Compensation & Benefits
$55,000 starting salary while completing licensing requirements
Opportunity to earn $57,000-$95,000 within the first three years through salary and performance-based incentives
Tuition reimbursement
CFP® certification support
Comprehensive benefits package
The Career Path
Upon obtaining your required licenses, you'll progress into the Client Support Associate role, where you'll gain deeper exposure to financial planning, client relationship management and advisor development.
As a Client Support Associate, You'll
Shadow client meetings
Learn how financial plans are developed
Expand your understanding of financial products and solutions
Develop stronger client-facing and advisory skills through mentorship and coaching
From there, you'll have the opportunity to progress into a Financial Advisor role, where you'll lead client relationships, develop financial strategies and help individuals make confident financial decisions. As you grow your expertise and client impact, you'll continue to unlock new career and earning opportunities throughout your advisor journey.
Ready to Build a Career That Makes a Difference?
Join Ameriprise Personal Wealth Group and help clients feel confident about their financial future while creating a rewarding future of your own.
About This Opportunity
We regularly recruit for this role and maintain an active talent pool of interested candidates. While we may not have an immediate vacancy at the time of your application, we encourage you to apply if this opportunity aligns with your skills and experience.
All applications are carefully reviewed, and if your profile is a strong match, we will reach out as suitable positions become available. By applying, you’ll be considered for future openings as they arise.
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).
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.
Base Pay Salary
The estimated base salary for this role is $55,000/ 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
Non-Exempt
Job Family Group
Sales
Line of Business
AFG Ameriprise Franchise Group
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Salary : $55,000