Financial Advisor Trainee

At Ameriprise Financial, we’re committed to helping clients achieve financial goals while supporting advisors and employees to reach their true potential in an inclusive and collaborative culture. This position is with an Ameriprise Financial Franchise owner. Job Description The Executive Wealth Group at Ameriprise Financial delivers exceptional wealth‑management solutions with a client‑first mindset. As a high‑performing, fast‑growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high‑net‑worth individuals and families. We are expanding through strategic practice acquisition and are looking for an entry‑level, ambitious, and relationship‑focused Financial Advisor Trainee to grow with us. We offer more than a job— this is a career‑track opportunity for a growth‑minded advisor ready to take on real responsibility and build lasting relationships. As a member of the team, you’ll assist the firm’s founding partners in managing relationships with top‑tier clients in a “second‑chair” advisory role, gaining exposure, mentorship, and credibility. After an appropriate period, you will be given a set of client relationships to manage and deepen. As your knowledge and experience grow, you’ll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly. There are no business development requirements in this role (you will not be expected to bring in new clients). Key Responsibilities Manage and deepen relationships within an assigned client book of business. Collaborate with the lead advisor in a support capacity to serve complex client relationships during financial planning and review meetings. Onboard and build new client relationships that come in via practice acquisitions. Prepare for client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning. Maintain accurate and timely client records in the CRM system. Uphold a white‑glove service experience in every client interaction. What We’re Looking For 0–5 years of experience in financial planning or advisory services. Series 7 & 66 exams and state insurance license required 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 growth mindset— you see opportunity where others see obstacles. Comfortable with both the technical and relational sides of financial advising. Ambition to become a lead advisor and grow your own book of business within our ecosystem. Full‑time position. 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 Ameriprise Financial Services, LLC