Financial Advisor Associate

2 weeks ago


Edina, Minnesota, United States Ameriprise Financial Full time
Associate Financial Advisor Role

We are seeking a highly motivated and experienced Associate Financial Advisor to join our team at Ameriprise Financial. As a key member of our team, you will play a crucial role in driving the growth and success of our practice.

Key Responsibilities:
  • Build and maintain strong relationships with existing clients, providing exceptional service and support to help them achieve their financial goals.
  • Actively engage in new client acquisition, identifying opportunities to grow our practice and expand our client base.
  • Collaborate with our seasoned advisor to ensure optimal portfolio performance and growth, providing in-depth analysis and tailored financial plans to clients.
  • Attend client meetings, take notes, and document action items, ensuring seamless communication and collaboration with the team.
  • Perform market research and assist in portfolio management, staying up-to-date on industry trends and best practices.
Requirements:
  • Minimum undergraduate degree or higher.
  • Over 10 years of experience in the financial planning industry (preferred).
  • Series 7, Series 66, and Minnesota State Life & Health licenses (or commitment to obtaining within the first 3 months of hire).
  • CFP designation (preferred) or willingness to obtain over time.
What We Offer:
  • Competitive base salary ($85k-$150k, commensurate with experience).
  • Bonus schedule.
  • 401k with 3% match and 2% profit sharing.
  • Life insurance ($50,000 company paid).
  • Short-term and long-term disability insurance.
  • Competitive paid time off schedule.
  • Potential succession opportunity.

We are committed to providing a dynamic and supportive work environment that fosters growth and development. If you are a driven and results-oriented professional with a passion for financial planning, we encourage you to apply for this exciting opportunity.



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