Financial Advisor Trainee

Responsibilities

• Manage and deepen relationships within an assigned client book of business
• Collaborate with lead advisors in a support capacity during financial planning and review meetings
• Onboard and build new client relationships acquired through practice acquisitions
• Prepare for client meetings regarding investment, retirement, tax strategy, insurance, and estate planning
• Maintain accurate and timely client records in the CRM system
• Provide a white-glove service experience in every client interaction

Requirements

• 0–5 years of experience in financial planning or advisory services
• Ability to obtain Series 7, Series 66, and State Insurance licenses within the 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
• Comfort with both the technical and relational aspects of financial advising

About the Company

Ameriprise Financial is a diversified financial services leader with more than $1.5 trillion in assets under management, administration, and advisement. With a team of 22,000 people across 19 countries, we serve more than 3.5 million individual, small business, and institutional clients. We are a longstanding leader in financial planning, global asset management, and insurance.