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Ameriprise Financial Services, LLC · 2 hours ago

Financial Advisor Associate

San Francisco, CA

Full-time

Onsite

New Grad, Entry Level

$69K/yr - $69K/yr

Ameriprise Financial Services, LLC is a diversified financial services leader with a strong focus on client relationships. The Financial Advisor Associate role involves working with seasoned advisors to build a personal book of business and assist clients in achieving their financial goals through ongoing planning and support.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

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

Qualification

FINRA Series 7Active State Securities Agent RegistrationActive IAR RegistrationState LifeHealth InsuranceFinancial PlanningClient Relationship ManagementCommunication SkillsTeam CollaborationGoal Orientation

Required

Obtain Your Required Licenses/credentials Within 150 Days Of Hire

FINRA Series 7

Active State Securities Agent Registration (S63 or S66)

Active IAR Registration (S65 or S66)

State Life, Health Insurance and Variable Products lines

Preferred

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

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (105)

2024 (74)

2023 (62)

2022 (105)

2021 (82)

2020 (73)