What are the responsibilities and job description for the Financial Advisor position at Ameriprise Financial Services, LLC?
Financial Advisor in Training
About the job
Ameriprise is a financial advising organization that interacts with clients to build deep and meaningful relationships through the Ameriprise Confident Retirement® approach.
Our career path is designed for individuals who are passionate about helping others achieve their life goals financially and are looking for a structured, supportive way to develop into the role of a financial advisor.
The Financial Advisor in Training position is the first step within Ameriprise career path journey.
In this role you will receive the support and training necessary to obtain your SIE, Series 7, Series 66 and life insurance licenses. Once you obtain the required licensing, you will be eligible to forward your career.
With our team you will start working directly with clients on their service needs as training and development continues via on-the-job mentorship and in classroom and online training. Our training program is designed to help advisors build a deep understanding of products, services, systems, and tools needed to provide high quality advice to clients.
Ameriprise also believes in supporting advisors' development by offering competitive compensation, tuition reimbursement, and internal support to obtain professional designations like CFP® certification. Our support and training will lay the foundation you need for a rewarding career of helping clients feel more confident about their financial futures.
Key Responsibilities
· Study for SIE, Series 7, Series 66 and Life and Health licenses
· Connect with clients on activities that do not require licenses
· Enter necessary notes into Client Relationship Management tool to detail client interactions
· Accurately process trades, transactions, new business applications, and account maintenance
Qualifications
· Ability to obtain, SIE, Series 7, Series 66 and life/accident/health and variable contracts insurance license within 180 days.
· Strong attention to detail, organizational skills, and ability to manage multiple priorities.
· Excellent communication skills and a team-oriented mindset
· Preferred Education-Post-Secondary Degree
Compensation & Benefits
· Competitive Compensation based on experience
· PTO & paid holidays
· Health Insurance Stipend
· Simple IRA eligibility
About Our Company and Firm
Ameriprise is a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of 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.
Constellation Wealth Group is a leading financial services firm dedicated to helping people confidently give, grow, by making great decisions with their money. We are committed to empowering our clients with comprehensive financial planning services, enabling them to achieve financial freedom.
We go beyond traditional investment services. Our expertise lies in creating values-based financial plans that connect generations. We don't just provide advice. We ask questions, listen, and genuinely care about clients’ financial well-being wholistically. We also encouraging giving through simplifying and coordinating the complexities of estate, tax, and finance. We believe in the power of giving and doing our part to improve our world and inspire clients to do the same.