Financial Advisor in Training - Charlotte

Job Description Financial Advisor Trainee Role As a Financial Advisor Trainee you’ll start your journey with a clear roadmap to success. We’ll provide everything you need to thrive: Comprehensive Training & Licensing Support: We’ll help you earn your SIE, Series 7, Series 66, and Life Insurance licenses —setting you up for long‑term success. Hands‑On Experience: Once licensed, you’ll join a dynamic advising team, working directly with clients while continuing to learn through mentorship, classroom sessions, and on‑the‑job coaching. Career Growth & Professional Development: You’ll have access to tuition reimbursement, competitive compensation, and support to pursue advanced designations like CFP® certification . What You’ll Do Prepare for and obtain key financial licenses. Engage with clients in meaningful conversations (no licenses required for initial activities). Document interactions in our CRM system. Complete ongoing training to master products, tools, and client service. What We’re Looking For High school diploma or equivalent. Bachelor’s degree preferred. Strong communication and relationship‑building skills. Ability to thrive in a fast‑paced, goal‑driven environment. Commitment to earning required licenses within set timelines. The Career Path Once you’ve successfully obtained all of your licenses, you’ll move into the Client Support Associate role which allows you to dive deeper into what it means to work with clients and be a financial advisor. In addition to addressing immediate client needs, you’ll engage in award‑winning advisor development experiences designed to help you thrive. Our programs emphasize learning embedded in your daily work, focusing on the financial planning process, effective sales and communication strategies, and a comprehensive introduction to the products and services that power the Ameriprise Client Experience. Through continuous professional development, you’ll build the skills and behaviors that drive long‑term success, supported by technology‑enabled learning and a culture committed to helping advisors grow with confidence. Visa Sponsorship Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H‑1B, F‑1 CPT, F‑1 OPT, TN). Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you. #J-18808-Ljbffr Threadneedle group