The Financial Advisor in Training position is intended for those who want to become a financial advisor in a team environment. As a Financial Advisor in Training, we provide necessary support to obtain your Series 7 and 66 and life insurance licenses as you start getting exposure to working with clients by scheduling appointments for our financial advising teams. Once you obtain the required licensing, you will be eligible to advance your career by joining an Ameriprise Advisor Center (AAC) financial advising team and working directly with clients on their needs.
The Ameriprise Advisor Center (AAC) is a financial advising organization that interacts with its clients over the phone and through web-based meetings. Advisors in the AAC build deep and meaningful relationships and are passionate about helping clients achieve their financial goals through our Confident Retirement approach.
Training and Professional Development:
We pride ourselves in providing best-in-class training and development to help our employees build the knowledge and skills to be successful financial advisors regardless of previous experience. Our learning pathways, on-the-job mentorship, and ongoing coaching are designed to help employees understand the products, services, systems, and tools needed to provide high-quality advice to clients.
The Ameriprise Advisor Center also believes in supporting its advisors' developing expertise within the industry by offering tuition reimbursement and internal support to obtain key designations like the CFP. Our support and training will lay the foundation needed for a rewarding career of helping clients feel more confident about their financial futures.
Key Responsibilities
- Schedule introductory Financial Planning discussions on behalf of Advisor Teams.
- Schedule product discussions with advisors and product specialists.
- Enter notes into Client Relationship Management tool to detail interaction.
Required Qualifications
- High School diploma or equivalent.
- Excellent interpersonal, listening, and communication skills.
- Ability to thrive in a fast-paced, metric-driven environment.
- Ability to generate high-quality relationships through phone-based conversations.
- Active SIE, or ability to obtain within the timeframe determined by the Ameriprise Advisor Center.
- Ability to obtain Series 7 within the timeframe determined by the Ameriprise Advisor Center.
- Active State Securities Agent Registration (S63 or S66), or ability to obtain within the timeframe determined by the Ameriprise Advisor Center.
- Active State IAR Registration (S65 or S66) or ability to obtain within the timeframe determined by the Ameriprise Advisor Center.
- Active Life/Accident/Health and Variable Contracts insurance license, or ability to obtain within the timeframe determined by the Ameriprise Advisor Center.
Preferred Qualifications
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries advise and manage assets and income of more than 2 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.
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.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AWMBD Advice and Wealth Mgmt and Business Development
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