Ameriprise Financial Services, LLC · 23 hours 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
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
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
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 StageLeadership Team
Recent News
2025-10-03
2025-10-02
Company data provided by crunchbase