Ameriprise Financial Services, LLC · 21 hours ago
Financial Advisor
Albuquerque, NM
Full-time
Onsite
Mid LevelAmeriprise Financial Services, LLC is a trusted name in helping individuals achieve financial confidence for over 130 years. The Financial Advisor will provide personalized financial planning services, manage investments, and advise on retirement planning strategies while building long-term client relationships.
CommercialConstructionProperty ManagementReal EstateResidential
Responsibilities
Providing personalized financial planning services to clients
Assessing clients' financial goals
Managing investments
Advising on retirement planning strategies
Evaluating and recommending financial products
Ensuring client satisfaction
Staying up-to-date with financial market trends to provide informed guidance
Building and maintaining long-term client relationships through exceptional communication and professionalism
Qualification
Required
Expertise in Financial Planning and Finance to design personalized strategies and solutions for clients
Proficiency in Retirement Planning and Investments
Excellent interpersonal and communication skills to effectively advise and build trust with clients
Bachelor's degree in Finance, Economics, Business, or a related field
Strong analytical skills and the ability to assess financial markets and product performance
Experience in a client-facing or advisory role within the financial services industry
Active Securities Licenses- Series 7 and Series 66
Active Insurance Licenses- NM Life and Health
Preferred
Relevant certifications such as CFP (Certified Financial Planner) are highly preferred
Company
Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.
Founded in 1990
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