Associate Financial Advisor jobs in United States
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Ameriprise Financial Services, LLC · 12 hours ago

Associate Financial Advisor

positionNew York, NY
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$60K/yr - $500K/yr

Ameriprise Financial Services, LLC is committed to building relationships with clients to provide personalized financial advice. The Associate Financial Advisor role involves developing comprehensive financial plans, engaging in business development activities, and completing required licensing exams.

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H1B Sponsor Likelynote

Responsibilities

Business development & Sales
Constructing comprehensive financial plans
Recommending and implementing portfolio solutions
Completing paperwork
CRM management
Marketing initiatives
Obtaining and maintaining proper licensing

Qualification

Financial planningInvestment managementSales tools proficiencyFinancial marketsEffective communication

Required

Ability to be onsite in Midtown Manhattan
Prior experience or college degree
Familiarity of financial markets

Preferred

Experience holding intelligent and engaging conversations over the phone and email
Financial planning or investment management
Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc

Benefits

Assistance with selecting retirement plan options
Health insurance
Disability coverage
Long term care
Life insurance
Other personal financial needs
Flexible vacation and sick days.

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.
dateFounded in 1990
location
Vancouver, Washington, USA
people-size5001-10000 employees
web-link
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)

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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Recent News

MarketScreener
Dow, S&P 500 post record closing highs; Nasdaq eases with tech
2025-10-03
MarketScreener
Experienced, Female-Led Team With More Than $300 Million in Assets Joins Ameriprise Financial for Greater Flexibility, Independence, and Support
2025-10-02
thefly.com
Ameriprise price target raised by $18 at BofA, here's why
2025-10-02
Company data provided by crunchbase