Financial Advisor jobs in United States
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Ameriprise Financial Services, LLC · 1 day ago

Financial Advisor

Ameriprise Financial Services, LLC is a financial advising organization that interacts with clients to build deep and meaningful relationships. The Financial Advisor in Training position is designed for individuals passionate about helping others achieve their financial goals while receiving the necessary support and training to obtain required licenses.

CommercialConstructionProperty ManagementReal EstateResidential
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H1B Sponsor Likelynote

Responsibilities

Study for SIE, Series 7, Series 66 and Life and Health licenses
Connect with clients on activities that do not require licenses
Enter necessary notes into Client Relationship Management tool to detail client interactions
Accurately process trades, transactions, new business applications, and account maintenance

Qualification

SIE licenseSeries 7 licenseSeries 66 licenseLife insurance licenseAttention to detailOrganizational skillsCommunication skillsPost-Secondary DegreeTeam-oriented mindset

Required

Ability to obtain, SIE, Series 7, Series 66 and life/accident/health and variable contracts insurance license within 180 days
Strong attention to detail, organizational skills, and ability to manage multiple priorities
Excellent communication skills and a team-oriented mindset

Preferred

Preferred Education-Post-Secondary Degree

Benefits

PTO & paid holidays
Health Insurance Stipend
Simple IRA eligibility

Company

Ameriprise Financial Services, LLC

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

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)

Funding

Current Stage
Late Stage

Leadership Team

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Angela Grabovsky, CFP®, CRPC®, MBA, APMA®
Private Wealth Advisor, Chief Executive Officer
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Anthony C. Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
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Company data provided by crunchbase