Associate Financial Advisor jobs in United States
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Ameriprise Financial Services, LLC · 10 hours ago

Associate Financial Advisor

Ameriprise Financial has been helping individuals achieve confidence in their financial future for over 130 years. The Associate Financial Advisor will assist in building and managing client relationships by conducting financial planning, providing investment advice, and supporting retirement planning efforts.

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H1B Sponsor Likelynote
Hiring Manager
Jennifer Ryder, CFP®, CDFA®
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Responsibilities

Assist in building and managing client relationships by conducting financial planning, providing investment advice, and supporting retirement planning efforts
Analyze clients' needs, prepare financial plans, conduct financial reviews, and support business development initiatives to meet clients’ financial goals effectively
Collaborate with senior advisors and adhere to regulatory standards

Qualification

Series 7 licenseSeries 66 licenseLife & Health licenseFinancial PlanningRetirement PlanningFinancial AdvisoryFinance knowledgeInvestment solutionsAnalytical skillsBachelor’s degreeRelevant certificationsFinancial software proficiencyCommunication skillsProblem-solving skills

Required

Series 7, 66, and Life & Health licenses
Comprehensive knowledge of Financial Planning and Retirement Planning strategies
Strong understanding of Finance, Investments, and market trends
Experience in providing Financial Advisory and investment solutions
Excellent communication, analytical, and problem-solving skills

Preferred

Bachelor's degree in Finance, Business, or a related field preferred
Relevant certifications (e.g., CFP, ChFC) are a plus
Proficiency in financial software and tools is preferred

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