Ameriprise Financial Services, LLC · 16 hours ago
Financial Advisor
Reston, VA
Full-time
Onsite
Senior Level, Lead/Staff
12+ years expAmeriprise Financial Services, LLC is a dynamic and growing Private Wealth Management Firm, recognized by Forbes for excellence in the industry. The Financial Advisor plays a critical role in managing client relationships and providing comprehensive financial planning and asset management services to high net worth clients.
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Responsibilities
Client relationship management for clients, including ongoing and regular client contact and communications
Client service, including client meeting preparation, portfolio changes and reviews, information data gathering, implementation of recommendations, account service and maintenance, and reporting
Comprehensive financial planning including coordination of asset management, estate planning, and risk management
Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management)
Client and team meetings, as required, special projects, as appropriate
Periodic service as a member of the Investment Committee and Financial Planning Committee
Qualification
Required
Self-confidence, personal integrity, and an understanding of fiduciary responsibility
Need to have a minimum of 12-15 years of experience with advising clients using planning software to help clients reach their goals. This is a key component of the process
Ability to multi-task, manage time effectively, and prioritize
A team player, with strong leadership skills
Desire/ability to work successfully in a small company environment where it is expected that you will wear many hats with varied responsibilities
Bachelor's Degree from an accredited college or university (required), CFP a plus. The willingness to get the CFP designation is required
Proficiency in Money Guide Pro, Microsoft Word, Excel, PowerPoint, and Outlook, as well as experience with financial planning, client relationship management (CRM), and portfolio management (PM) software
FINRA Series 7, 66 and VA Life and Health Insurance licenses
Excellent written and oral communication skills as well as good listening skills
Detail-oriented focus and a professional demeanor
Benefits
Competitive based on industry standards
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
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
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