Financial Advisor
$66.64k - $70.3kAmeriprise Financial Services, Inc.
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 of 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. Base Pay Salary $66,640 - $70,300 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. Employment Details Full‑time/Part‑time: Full time Exempt/Non‑Exempt: Non‑Exempt Job Family Group: Sales Line of Business: AAG Ameriprise Advisor Group #J-18808-Ljbffr
$70.3k - $115k
...Position Summary Meet with and profile credit union members in order to determine the most appropriate products to meet their long-term financial goals. Provide advice and guidance regarding retirement planning, college funding, long-term investing, and the members’ financial...SuggestedRemote work$90k - $100k
...Join Our Team as a Financial Advisor at CAPTRUST Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth management practice. You will provide comprehensive financial...SuggestedTemporary workLocal areaFlexible hours- ...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. As a Financial Advisor...SuggestedWork at officeFlexible hours
$60k - $80k
...alignment with goals & industry requirements. Duties and Responsibilities: Meet with existing and prospective clients to promote financial planning and investment services. Conduct educational seminars and workshops. Present client financial plan and investment...SuggestedTemporary workLocal area$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours$45k - $100k
...Overview Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company with over 9 million clients and 20,000 financial advisors across the U.S. and Canada. We are privately owned and focus on our clients. Our purpose is to...TraineeshipLocal areaFlexible hours- ...Job Description At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through sound advice and guidance. This advice will be based on a deep understanding of the customer’s current financial...Temporary workLocal areaFlexible hours
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...Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of...Contract workPart timeLocal area$123k
...Our successful entry‑level financial advisor candidate has a passion for developing long‑term relationships in the financial services industry. We seek an individual who can develop effective, analytics‑based strategies, exhibit great listening and communication skills...- ...Company Description Principal Financial Group® is a global leader committed to enhancing the financial security, wealth, and well-being... ...investment advisory solutions. Role Description The Financial Advisor role is a full-time, on-site position based in the Los Angeles...Full timeWorldwide
- ...Responsibilities When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral...
- ...Exceptional advisors deserve an exceptional platform. At Sagient, you'll combine the personalized support of a boutique firm with the... ...holistic advice across insurance, investment management, and financial planning domains. If you're driven by a commitment to delivering...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office- ...We're seeking an experienced Financial Advisor with a portable book of business ($20M+ AUM) who is ready to grow within a high-touch, tech-enabled, and collaborative environment. About Navalign Wealth Partners Founded in 2002, Navalign Wealth Partners is a fast...Work at officeWork from home2 days per week1 day per week
$100k - $145k
...Responsibilities Serve as the first point of contact for a number of the team’s clients. Drive clients’ financial planning strategies and portfolio management with a comprehensive approach inclusive of investments, cash flow, tax, estates, risk management and benefit plans...Temporary work- ...Overview The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure payer sources including insurance coverage, Medicaid/Medicare and other sources available...Full time
- ...high-performing, dynamic branch of MassMutual - a world-renowned financial institution with a solid heritage and a forward-thinking... ...to community. The Opportunity: We are seeking a Financial Advisor to join our team. Here at MassMutual Pacific you will own your...
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$24.23 - $26.92 per hour
...serving students with a holistic approach to address their individual needs in a supportive, student‑centered environment. The Financial Aid Advisor’s primary responsibility is to promote a student‑centered environment by engaging and supporting students with all aspects...Hourly payTemporary workWork experience placementLocal area- ...requirements Requirements Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments...
$48k - $100k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with the...Shift workDay shift$20k - $100k
...Function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at Taos Global Group Inc. by 2x Financial Advisor Trainee (Beverly Hills, CA) Beverly Hills, CA $34,320.00-$75,000.00 3 days ago Get notified about new Financial Advisor jobs...Full timeTraineeship$25 - $29.15 per hour
...healthcare college offering an extensive variety of Nursing, Allied healthcare, and Imaging programs. We are currently seeking a Financial Aid Advisor. This is an on-ground position at the Gurnick Academy, Van Nuys Campus. Job Type: Full-time Hourly Pay Range: $25.00 – $29.1...Hourly payFull timeTemporary workWork experience placementFlexible hours- ...General Description Of Wealth Advisors Of Iowa Wealth Advisors of Iowa (WAI) is an SEC registered RIA only firm located in West Des... ...have provided tailored advice to help our clients reach their financial goals. As an affiliate of MHCS, a long established and well-respected...Local areaShift work
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- ...Responsibilities Meet with existing and prospective clients to promote financial planning and investment services Conduct educational seminars and workshops Present client financial plan and investment proposals in a professional manner Collect all required documentation...
- ...educate students in short-term and professional programs for gainful employment and career advancement.Careers Site: SUMMARYThe Financial Aid Advisor administers financial aid programs to prospective and active students. Responsibilities may include but are not limited to...Temporary workWork at officeFlexible hours
$110k
...(k) matching Bonus based on performance Competitive salary Dental insurance Vision insurance Pointwealth Capital Management - Financial Advisor. We are a boutique wealth management firm (~$500M AUM) based in Encino, CA, serving clients nationwide. We are seeking an experienced...- Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put your...
$100k - $145k
Finovate, a leading independent Wealth Management firm, is seeking a Financial Advisor to formulate and implement comprehensive investment and financial planning advice, manage existing client relationships, and participate in new business development strategies. Responsibilities...Temporary work
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