Ameriprise Financial Services, LLC · 1 day ago
Financial Advisor
Bellevue, WA
Full-time
Onsite
Mid Level
$53K/yr - $83K/yr
3+ years expAmeriprise Financial Services, LLC is a diversified financial services leader with a strong focus on client financial planning and advice. As a Financial Advisor, you will help shape clients' financial futures, build a book of business, and engage in extensive training and development to achieve success in the role.
CommercialConstructionProperty ManagementReal EstateResidential
No H1B
Responsibilities
Attend and engage in coaching and training led by the leadership team and established advisors
Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals
Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice
Schedule and conduct financial planning and advice meetings with clients and client prospects
Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals
Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results
Build a book of business as a stand-alone Ameriprise Financial advisor
If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum
Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities
Qualification
Required
3+ years of work experience with a proven track record of success
Have a network of personal and professional contacts within the local area that you may engage for referrals
Showcase a background in building strong relationships and delivering superior client service
Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years
Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status
Ability to obtain required licenses within 150 days of hire:
FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
State Securities (Series 63 or Series 66)
State IAR (Series 65 or Series 66)
State Life, Health Insurance and Variable Products lines
Preferred
Four-year college degree, or equivalent
Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment
Willingness and desire to be part of a coaching relationship and peer learning environment
Proven track record of continued success in all industries and careers including, but not limited to:
Accountants
Attorneys
Bankers
CERTIFIED FINANCIAL PLANNER™ professionals
Community leaders
Consultants
Entrepreneurs
Fundraisers
Insurance agents
Military personnel
Professional athletes
Real estate agents and developers
Risk managers
Sales and marketing professionals
Teachers and educators
Benefits
Uncapped monthly bonus opportunities
Full employee benefits package
Access to extensive, in-person training
Coaching and development over three years
Tools and support to help you obtain your required licenses/credentials
Licensing and training costs covered
Company
Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
Recent News
2025-10-03
2025-10-02
Company data provided by crunchbase