Financial Advisor
$66.64k - $70.3kThreadneedle group
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 worldwide. Base Pay Salary $66,640 - $70,300 Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Sales Line of Business AAG Ameriprise Advisor Group 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. #J-18808-Ljbffr Threadneedle group
$70k - $80k
...Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I in Woodland Hills, California. This role focuses on acquiring essential securities licenses while building strong client relationships through comprehensive training and coaching. Key responsibilities include...SuggestedHourly pay$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...SuggestedShift workDay shift$100k - $140k
LPL Financial is seeking a Financial Advisor associated with BMO Bank in Pico Rivera, CA. In this exciting role, you will help clients navigate their financial journeys and grow your business using the bank’s resources and referral system. Requirements include having a...Suggested$45k - $100k
...or equivalent work related experience within the securities or financial services industry. Financial services and or sales experience... ...and basic ADDD coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, a health savings...SuggestedFlexible hours- ...the human side of wealth management isn't a feature — it's the foundation. Every financial decision a client faces is ultimately a life decision, and the relationship between an advisor and a client is one of the most consequential professional bonds a person can have...Work at officeFlexible hours
- Bank of America is seeking a Financial Solutions Advisor Stage I in Los Angeles, CA. This role includes obtaining necessary Securities Industry licenses and managing client relationships. You will receive extensive training in delivering core banking and investment solutions...
- Feeling Stuck at a Certain Production Level? If you’re a proven advisor who’s built a book, serves clients well, and works hard—but... ...Do Transition from transactional sales to holistic, high-impact financial planning. Leverage internal planning, underwriting, and investment...
$61k - $250k
Northwestern Mutual is looking for financial advisors in Santa Monica, California. This position allows you to help clients achieve their financial goals through comprehensive planning. The role includes building personalized financial plans, growing a client base, and...$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,...- Bank of America is seeking a Financial Solutions Advisor Stage I in West Hollywood, California, to build client relationships while earning essential securities licenses. The role includes comprehensive training and a structured development program aimed at helping clients...
- ...and 80+ offices nationwide, the firm has become a premier destination for advisors transitioning from wire house and private banking environments. They are seeking a Senior Vice President, Financial Advisor to join their Los Angeles market as a key partner in regional...
- Bank of America is seeking a candidate for a position that primarily involves recommending financial advice based on client needs and building strong relationships. The role requires proven experience in business-to-business sales, particularly in small business banking...Hourly pay
$61k - $250k
Northwestern Mutual is seeking Financial Advisors to help clients achieve their financial goals through personalized planning. This unique opportunity allows you to build a business aligned with your vision. The role includes client relationship growth, managing financial...- Bank of America is seeking a Financial Advisor to provide customized financial advice and solutions to clients. Responsibilities include building financial plans and recommending banking and investment strategies. The ideal candidate will possess Series 7 & 66 licenses,...
$90k - $100k
Direct message the job poster from CAPTRUST Talent Manager II at CAPTRUST changing lives everyday! Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated...Permanent employmentFull timeTemporary workTraineeshipRelocationRelocation package- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...opportunities are posted here as they become available. Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined...Local area
- 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-...
$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...Full timeContract workFor contractorsWork at office- 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...Work at officeFlexible hours
- Bank of America in Culver City is looking for a Financial Solutions Advisor Stage I. This role involves obtaining industry licenses and providing tailored financial solutions to clients. You will engage with customers to understand their financial needs and deliver personalized...
- 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
- Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of...Temporary work
$28.85 - $33.65 per hour
Role, Inc. is seeking a Financial Solutions Advisor Stage I in Glendale, Arizona. This entry-level position involves training for Securities Industry licenses through a structured program, preparing you to advise clients on their financial needs. The role offers a pathway...Hourly pay$50k
...and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an...Work at officeWork from homeHome officeFlexible hours$57.5k - $106.5k
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 through the sales of managed products and services...Part timeLocal area$70k - $80k
Bank of America is hiring a Financial Planner in Glendale, California. This role involves providing personalized financial advice and crafting tailored financial solutions for clients to meet their goals. The position requires Series 7 & 66 licenses, alongside a commitment...$70k - $80k
...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Los Angeles, California. In this role, you will obtain necessary securities licenses while receiving training in foundational advisory skills. Responsibilities include managing client relationships...Hourly pay- Bank of America is seeking a Financial Solutions Advisor Stage I in South Gate, California. In this role, you will obtain necessary industry licenses while delivering comprehensive financial advice to clients. The ideal candidate should excel in building client relationships...
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