Financial Advisor Associate
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.ResponsibilitiesObtain Your Required Licenses/credentials Within 150 Days Of HireAssist seasoned financial advisor(s) in working with clients to them achieve their financial goalsServe as a key team practice member, creating and delivering a unique client experience that differentiates the practiceProvide support to clients and prospects by serving them holistically and/or specializing in products or servicesDevelop and execute a robust marketing plan to achieve the practice’s client acquisition goalsIdentify clients to engage or re-engage in financial planning relationshipsGather and analyze data and develop financial planning recommendationsHelp prepare and/or deliver financial plansFoster ongoing financial planning relationships with clientsBecome a product expertServe clients and prospects in this capacity, run illustrations and develop product-centric recommendationsManage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etcManage the practice’s client service model and consistent executionFollow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activitiesSkillsJoin Ameriprise in a team practice and support a seasoned financial advisor or advisorsFour-year college degree from an accredited institutionHigh level of confidence, perseverance and a strong desire to succeed in a goal-oriented environmentShow accountability to your resultsOutstanding verbal, written and listening communication skillsWillingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environmentCompany OverviewAt 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 SponsorshipAmeriprise 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.