Learn to be a Financial Advisor! jobs in United States
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Ameriprise Financial Services, LLC · 1 day ago

Learn to be a Financial Advisor!

Ameriprise Financial Services, LLC is redefining financial advising through its Personal Wealth Group Advisor Pathway Program. They are seeking a Financial Advisor Trainee to embark on a structured career path with comprehensive training and mentorship to become a successful financial advisor.

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H1B Sponsor Likelynote

Responsibilities

Prepare for and obtain key financial licenses
Engage with clients in meaningful conversations (no licenses required for initial activities)
Document interactions in our CRM system
Complete ongoing training to master products, tools, and client service

Qualification

Financial licensesGoal-driven environmentClient serviceCommunication skillsRelationship-building

Required

High school diploma or equivalent is a must but Bachelor's Degree is best!
Strong communication and relationship-building skills
Ability to thrive in a fast-paced, goal-driven environment
Commitment to earning required licenses within set timelines

Benefits

Tuition reimbursement
Competitive compensation

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