Job Description
- Obtain your required licenses/credentials within 150 days of hire:
- Active State Securities Agent Registration (S63 or S66)
- Active IAR Registration (S65 or S66) and
-State Life, Health Insurance and Variable Products lines.
- Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines.
- Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
- Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
- Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:
-Identify clients to engage or re-engage in financial planning relationships.
-Gather and analyze data and develop financial planning recommendations.
-Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients.
-Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
-Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
-Manage the practice's client service model and consistent execution.
- Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.
Required Qualifications
- Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.
Preferred Qualifications
- Four-year college degree from an accredited institution.
- High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
- Show accountability to your results.
- Outstanding verbal, written and listening communication skills.
- Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.
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 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.
Base Pay Salary
$43,888 - $60,000Ameriprise 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 timeExempt/Non-Exempt
Non-ExemptJob Family Group
SalesLine of Business
AAG Ameriprise Advisor Group- Obtain your required licenses/credentials within 150 days of hire:
- Active State Securities Agent Registration (S63 or S66)
- Active IAR Registration (S65 or S66) and
-State Life, Health Insurance and Variable Products lines.
- Attend and engage in licensing coaching, as required. Be accountable for making progress within the program's licensing and appointment preparation timelines.
- Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
- Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
- Provide support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:
-Identify clients to engage or re-engage in financial planning relationships.
-Gather and analyze data and develop financial planning recommendations.
-Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients.
-Become a product expert. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations.
-Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
-Manage the practice's client service model and consistent execution.
- Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.
Required Qualifications
- Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.
Preferred Qualifications
- Four-year college degree from an accredited institution.
- High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
- Show accountability to your results.
- Outstanding verbal, written and listening communication skills.
- Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.
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 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.
Base Pay Salary
$43,888 - $60,000Ameriprise 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 timeExempt/Non-Exempt
Non-ExemptJob Family Group
SalesLine of Business
AAG Ameriprise Advisor Group
About Ameriprise Financial
For 125 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you’ve earned and committed to helping you be brilliant.
A company with integrity.
Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression, and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
We have more than $875 billion in assets under management and administration.
We maintain leadership positions in each of our core business segments: Advice & Wealth Management, Asset Management, Annuities, and Protection.
We have more than 2 million individual, business, and institutional clients.
Our Leaders
Part of our strength as a company comes from the strength of our leadership—an experienced and long-tenured team.
Our Locations
Ameriprise Financial was founded and is headquartered in Minneapolis. We also have corporate offices throughout the United States and across the globe, including New York, Boston, London, and India.
Our History
Since 1894, we at Ameriprise Financial have been helping millions of clients invest towards their financial goals and dreams.
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