What are the responsibilities and job description for the Financial Advisor position at Ameriprise Financial Services, LLC?
At MidCoast, we’ve built something most firms only talk about — true integration of wealth and tax professionals.
That means as an advisor here, you’re not boxed into just talking investments; you get to deliver deeper, planning-first advice with a team sitting right beside you.
You’ll have the backing of a dedicated planning director, an investment team, and shared services so you can focus on clients and growth — not wearing every hat.
And unlike big firms where you’re just another producer, here there’s real opportunity to build a practice, grow into leadership, and be part of a culture that puts people first.
You’ll notice it the moment you walk in our doors. It just feels different.
We Offer
Come to MidCoast to be a “Culture Advocate” who embodies the core values and works toward mission of doing things that inspire “well done” from our team, clients, and community.
Core Values
Other’s First – Serving leads to the greater good of the organization, each other, and ourselves.
Build Trust –Do what you say, no surprises; treat it like it’s your own; follow through
Communicate Well – Listen first, speak second. Say what you mean, mean what you say. If there’s an issue, let’s deal with it
Be Hungry – Get after it! Process improvement; make it better than what you found it.
Our Financial Advisors Are Responsible For
Leading and growing client relationships
Delivering planning-focused advice and driving comprehensive financial planning engagement
Educating on product and advice solutions to help clients take action
Collaborating with internal teams including client service, operations, investments, planning, and tax strategy
Maintaining and growing professional and technical excellence and find an area of specialty
Competency (hard skills)
Technical know-how regarding financial planning strategies
Investment strategies
Software usage
Financial planning strategic mind
Learning to specialize in one or two areas, but technical chops in all areas
Being able to speak about a topic adequately
Execution on tasks and follow through
Always learning and growing
Empathy (soft skills)
Understanding the behavioral side of planning
Understanding body language, reading people
Communicating well to clients and team, which starts with listening well
Collaborating with other team members for the greater good of the business and client
Being able to speak about a topic adequately while noticing clients’ social cues and interests, and effectively navigate through conversational back and forth (reading the room).
Pay and BenefitsWe offer a base, bonus, and profit-sharing structure. These depend on previous experience and will be discussed in a formal interview
Individual bonus plan paid quarterly
Team profit-sharing plan based on profitability of the company
Generous vacation and PTO days
401k with 4% match after 6 months
50% of health insurance paid for individual coverage
A relaxed, collaborative team environment
A company culture that values the Golden Rule in treating others how we’d want to be treated
Continuing education subsidized
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.
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
That means as an advisor here, you’re not boxed into just talking investments; you get to deliver deeper, planning-first advice with a team sitting right beside you.
You’ll have the backing of a dedicated planning director, an investment team, and shared services so you can focus on clients and growth — not wearing every hat.
And unlike big firms where you’re just another producer, here there’s real opportunity to build a practice, grow into leadership, and be part of a culture that puts people first.
You’ll notice it the moment you walk in our doors. It just feels different.
We Offer
- True collaboration amongst our team that brings deeper value for clients
- Growth without burnout – our advisors focus on clients with the help of a fully integrated team that brings financial, investment, and tax planning strategies to the table in a fully collaborative environment
- A culture that feels different – core values that are lived out, not just posted on a wall
- Aligned compensation that puts clients’ best interests first
Come to MidCoast to be a “Culture Advocate” who embodies the core values and works toward mission of doing things that inspire “well done” from our team, clients, and community.
Core Values
Other’s First – Serving leads to the greater good of the organization, each other, and ourselves.
Build Trust –Do what you say, no surprises; treat it like it’s your own; follow through
Communicate Well – Listen first, speak second. Say what you mean, mean what you say. If there’s an issue, let’s deal with it
Be Hungry – Get after it! Process improvement; make it better than what you found it.
Our Financial Advisors Are Responsible For
Leading and growing client relationships
Delivering planning-focused advice and driving comprehensive financial planning engagement
Educating on product and advice solutions to help clients take action
Collaborating with internal teams including client service, operations, investments, planning, and tax strategy
Maintaining and growing professional and technical excellence and find an area of specialty
Competency (hard skills)
Technical know-how regarding financial planning strategies
Investment strategies
Software usage
Financial planning strategic mind
Learning to specialize in one or two areas, but technical chops in all areas
Being able to speak about a topic adequately
Execution on tasks and follow through
Always learning and growing
Empathy (soft skills)
Understanding the behavioral side of planning
Understanding body language, reading people
Communicating well to clients and team, which starts with listening well
Collaborating with other team members for the greater good of the business and client
Being able to speak about a topic adequately while noticing clients’ social cues and interests, and effectively navigate through conversational back and forth (reading the room).
Pay and BenefitsWe offer a base, bonus, and profit-sharing structure. These depend on previous experience and will be discussed in a formal interview
Individual bonus plan paid quarterly
Team profit-sharing plan based on profitability of the company
Generous vacation and PTO days
401k with 4% match after 6 months
50% of health insurance paid for individual coverage
A relaxed, collaborative team environment
A company culture that values the Golden Rule in treating others how we’d want to be treated
Continuing education subsidized
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.
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
