Senior Wealth Advisor

This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's why they are committed to investing in acquisitions, new products, tools, and capabilities to help advisors serve their clients and run a thriving business. They give advisors the freedom, guidance, and end-to-end support to run their practice their way - helping the advisor to grow, while developing deeper relationships with clients. Qualifications & Experience 5+ years of experience in investment advisory or wealth management Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM) Active Investment Adviser Representative credentials (Series 65, or Series 7 & 66, or equivalent) Strong client-facing presence with the ability to manage complex financial relationships independently Entrepreneurial mindset with enthusiasm for Ameriprise and technology-enabled advisory models Ability to thrive in a fast-paced, high-growth environment with evolving priorities Responsibilities Serve as a trusted advisor to high-net-worth individuals and families, managing complex portfolios and long‑term client relationships Grow assets under management by onboarding a transferable book of business, expanding existing business, and cultivating new client opportunities Deliver holistic financial planning Support training initiatives and help scale best practices across the advisory organization Compensation & Benefits Highly competitive compensation structure Performance-based payout up to 57% of Gross Dealer Concession (GDC) Initial fixed payouts for a guaranteed term are based on multiple factors Additional compensation and bonus opportunities may be available Office space in branch location CFP certification support #J-18808-Ljbffr