Financial Advisor
Ameriprise Financial Services, LLC
Join to apply for the Financial Advisor role at Ameriprise Financial Services, LLC . Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak! We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long‑term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we’ll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals. Key Responsibilities Attend and engage in coaching and training led by the leadership team and established advisors. Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals. Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice. Schedule and conduct financial planning and advice meetings with clients and client prospects. Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results. Build a book of business as a stand‑alone Ameriprise Financial advisor. If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum. Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work‑related activities. Required Qualifications 3+ years of work experience with a proven track record of success. Have a network of personal and professional contacts within the local area that you may engage for referrals. Showcase a background in building strong relationships and delivering superior client service. Cannot have been a financial advisor soliciting securities‑based business or have a securities‑based book of clients in the past 8‑10 years. Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status. Ability to obtain required licenses within 150 days of hire: FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top‑off exam) State Securities (Series 63 or Series 66) State IAR (Series 65 or Series 66) State Life, Health Insurance and Variable Products lines Preferred Qualifications Four‑year college degree, or equivalent. Demonstrate an entrepreneurial spirit and a desire to succeed in a goal‑oriented environment. Willingness and desire to be part of a coaching relationship and peer learning environment. Proven track record of continued success in all industries and careers including, but not limited to: Accountants Attorneys Bankers CERTIFIED FINANCIAL PLANNER™ professionals* Community leaders Consultants Entrepreneurs Fundraisers Insurance agents Military personnel Professional athletes Real estate agents and developers Risk managers Sales and marketing professionals Teachers and educators 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 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. 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 Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group Seniority level Entry level Employment type Full-time Job function Finance and Sales Referrals increase your chances of interviewing at Ameriprise Financial Services, LLC by 2x #J-18808-Ljbffr Ameriprise Financial Services, LLC
$85k - $95k
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...Job Description Job Description Position Title: Financial Advisor Reports to: Partner Department: Sales Location: 6404 International Pkwy, Suite 1600, Plano, Texas 75093 Classification: Full-time; Exempt Summary / Job Objective: The Financial Advisor...Full timeWork at officeNight shift- ...client roster over time—with support from an internal sales team What We’re Looking For 1+ years of client-facing experience in financial services Series 65 (or ability to obtain shortly after hire; sponsorship available) Consultative, client-first mindset with strong...Visa sponsorship
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...control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company... .... You will be able to attend training sessions led by top advisors and industry leaders. Stability - You are backed by an almost...Full timeRelocation packageFlexible hours$60k - $150k
...Financial Advisor – Wealth Planning & Leadership Development Track North Dallas General Office | Full-Time | Hybrid First-Year Expected Total Compensation: $60,000 – $150,000+ Build a Sophisticated Financial Planning Practice with a Defined Path to Leadership The North...Full timeWork at officeLocal area- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
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$50k - $80k
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. Base pay range...Full timeWork at officeFlexible hours- Associate Financial Planner / Associate Advisor - CFP Track An established Dallas/Frisco-area wealth management firm is hiring an Associate Financial Planner / Associate Advisor for an August start. This role is designed for someone who wants a long-term career in financial...
- ...and oversee the design and delivery of critical enterprise products and platforms aligned with the firm’s evolving needs. As a Financial Analysis Senior Associate within CTO, you will be a self-starter who can manage varying levels of complexity, adapt to shifting priorities...Work at officeShift work
$85k - $145k
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...A financial services organization is seeking a PT/FT Financial Professional to work remotely from the United States, Texas. This role requires no prior experience, provides comprehensive training, and is ideal for motivated individuals looking to create income streams....Part timeRemote work- ...currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Plano, TX office. The ideal... ...Advisors in daily aspects of client service, advising, and financial planning Assist with business development efforts Coordinating...Work experience placementWork at office
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