What are the responsibilities and job description for the Financial Advisor Trainee position at Ameriprise Financial Services, LLC?
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high-net-worth individuals and families. We are actively expanding through strategic practice acquisition and are looking for an entry-level, ambitious, and relationship-focused Financial Advisor Trainee to grow with us.
We’re offering more than just a job — this is a career track opportunity for a growth-minded advisor who is ready to take on real responsibility and build lasting relationships. As a member of our team, you’ll assist the firm’s founding partners in managing relationships with top-tier clients in a “second-chair” advisory role — gaining exposure, mentorship, and credibility. Additionally, after an appropriate amount of time you will be given a set of client relationships to manage and deepen. As your knowledge and experience grow, you’ll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly.
There are no business development requirements in this role. (i.e. You will not be expected to bring in new clients.)
Key Responsibilities
Manage and deepen relationships within an assigned client book of business.
Collaborate with the lead advisor in a support capacity to serve complex client relationships during financial planning and review meetings.
Onboard and build new client relationships that come in via practice acquisitions.
Prepare for client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning.
Maintain accurate and timely client records in CRM system.
Uphold a white-glove service experience in every client interaction.
What We’re Looking For
0–5 years of experience in financial planning or advisory services.
Series 7 & 66 Exams and state Insurance license will be required within first 6 months of hire.
Strong interpersonal skills with the ability to build rapport and trust with clients.
A team-first attitude and a growth mindset — you see opportunity where others see obstacles.
Comfortable with both the technical and relational sides of financial advising.
Ambition to become a lead advisor and grow your own book of business within our ecosystem.
Full-Time/Part-Time
Full time
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.
This position is with an Ameriprise Financial Franchise owner.
Job Description
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high-net-worth individuals and families. We are actively expanding through strategic practice acquisition and are looking for an entry-level, ambitious, and relationship-focused Financial Advisor Trainee to grow with us.
We’re offering more than just a job — this is a career track opportunity for a growth-minded advisor who is ready to take on real responsibility and build lasting relationships. As a member of our team, you’ll assist the firm’s founding partners in managing relationships with top-tier clients in a “second-chair” advisory role — gaining exposure, mentorship, and credibility. Additionally, after an appropriate amount of time you will be given a set of client relationships to manage and deepen. As your knowledge and experience grow, you’ll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly.
There are no business development requirements in this role. (i.e. You will not be expected to bring in new clients.)
Key Responsibilities
Manage and deepen relationships within an assigned client book of business.
Collaborate with the lead advisor in a support capacity to serve complex client relationships during financial planning and review meetings.
Onboard and build new client relationships that come in via practice acquisitions.
Prepare for client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning.
Maintain accurate and timely client records in CRM system.
Uphold a white-glove service experience in every client interaction.
What We’re Looking For
0–5 years of experience in financial planning or advisory services.
Series 7 & 66 Exams and state Insurance license will be required within first 6 months of hire.
Strong interpersonal skills with the ability to build rapport and trust with clients.
A team-first attitude and a growth mindset — you see opportunity where others see obstacles.
Comfortable with both the technical and relational sides of financial advising.
Ambition to become a lead advisor and grow your own book of business within our ecosystem.
Full-Time/Part-Time
Full time
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.