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Ameriprise Financial Services, LLC · 2 days ago

Associate Financial Advisor

Greater Philadelphia

Full-time

Onsite

Entry Level

2+ years exp

Ameriprise Financial Services, LLC is a fast-paced financial planning office seeking an Associate Advisor to support senior advisors in delivering exceptional client experiences. The role involves managing client relationships, preparing financial plans, and contributing to business development efforts.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Responsibilities

Attend and support client meetings, helping document next steps and follow-up items

Prepare and update financial plans, investment reports, and review materials

Implement trades and insurance solutions as directed by lead advisor

Proactively communicate with clients to follow up on tasks, answer service questions, and build rapport

Help identify planning opportunities that improve outcomes and drive growth

Assist with managing client CRM data, workflows, and compliance documentation

Track and help execute client service models (e.g., annual reviews, RMDs, milestones)

Coordinate with internal team members (e.g., paraplanners, client service associates) to ensure seamless delivery

Contribute to business development efforts as needed

Qualification

Financial planningInvestment solutionsSeries 65Financial planning softwareCRM systemsClient service mindsetCommunication skillsAttention to detailTeam collaboration

Required

Bachelor's degree required

2+ years of relevant financial services experience

Strong understanding of financial planning principles and investment solutions

Excellent attention to detail and organization

Strong interpersonal and communication skills (written and verbal)

Ability to manage multiple tasks and deadlines with a client-first attitude

Comfortable in a dynamic, collaborative team environment

Positive attitude and desire to grow into a lead advisor role

Preferred

Series 65 (or 66) and state insurance license preferred (or willingness to obtain)

Progress toward CFP® designation strongly preferred

Experience using financial planning software and CRM systems

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)