Ameriprise Financial Services, LLC · 19 hours ago
Licensed Financial Advisor
San Diego, CA
Full-time
Onsite
Entry, Mid Level
$70K/yr - $90K/yrAmeriprise Financial is renowned for its client-centric approach and commitment to financial excellence. They are seeking a Financial Advisor to join their San Diego office, where the role involves engaging with clients to provide tailored financial planning solutions and managing investment portfolios.
CommercialConstructionProperty ManagementReal EstateResidential
Responsibilities
Engage with pre-existing clients to present tailored financial planning solutions
Develop and document comprehensive financial plans
Utilize financial planning software to run scenarios and model solutions (training provided)
Execute trades and manage investment portfolios
Stay informed about market trends and financial products to provide informed advice
Qualification
Required
Bachelor's degree
Active licenses: Series 7, Series 66, and California Insurance License
Prioritize Our Clients Needs
Strong analytical and communication skills
High level of integrity and professionalism
Willingness to learn and take instruction
Preferred
Friendly and Presentable
Trustworthy
Long Term Work Vision
Hard Working
Independent
Detail-Oriented
Benefits
Comprehensive Training : Structured onboarding and continuous learning opportunities to enhance your skills and knowledge.
Professional Development : Support for obtaining additional certifications and attending industry conferences.
Collaborative Environment : Work alongside experienced professionals committed to your success.
Client-Centric Approach : Focus on building lasting relationships and delivering personalized financial solutions.
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