Ameriprise Financial Services, LLC is a diversified financial services leader with a strong focus on client relationships. The Financial Advisor Associate will work with experienced advisors to build a personal book of business and assist clients in achieving their financial goals.
Responsibilities
- Obtain Your Required Licenses/credentials Within 150 Days Of Hire
- Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals
- Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice
- Provide support to clients and prospects by serving them holistically and/or specializing in products or services
- Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals
- Identify clients to engage or re-engage in financial planning relationships
- Gather and analyze data and develop financial planning recommendations
- Help prepare and/or deliver financial plans
- Foster ongoing financial planning relationships with clients
- Become a product expert
- Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations
- Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc
- Manage the practice’s client service model and consistent execution
- Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities
Skills
- Join Ameriprise in a team practice and support a seasoned financial advisor or advisors
- Four-year college degree from an accredited institution
- High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment
- Show accountability to your results
- Outstanding verbal, written and listening communication skills
- Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment
Company Overview
At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. It was founded in 1990, and is headquartered in Vancouver, Washington, USA, with a workforce of 5001-10000 employees. Its website is https://www.kpsinc.net.Company H1B Sponsorship
Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships, with 20 in 2026, 105 in 2025, 74 in 2024, 62 in 2023, 105 in 2022, 82 in 2021, 73 in 2020. Please note that this does not guarantee sponsorship for this specific role.