Ameriprise Financial Services, LLC · 7 hours ago
Associate Financial Advisor
Troy, MI
Full-time
Onsite
New Grad, Entry LevelF.I.T. Financial Group, a private wealth advisory practice of Ameriprise, is seeking an Associate Financial Advisor to join their growing team. The role involves working closely with the franchise advisor to help clients achieve their financial goals while contributing to business growth in a collaborative environment.
CommercialConstructionProperty ManagementReal EstateResidential
Responsibilities
Identify clients for financial planning and advice
Assess clients’ risk tolerance, goals, and time frame
Prepare for client meetings by gathering and analyzing data
Participate in case study and develop recommendations
Research investments and develop product solutions
Create financial planning deliverables
Conduct client meetings to present recommendations or deliver advice
Execute transactions, including trades and rebalancing, on behalf of clients or the advisor
Service existing clients and respond to account, planning, and service requests
Maintain accurate and compliant client records and documentation
Identify opportunities to improve practice efficiency and processes
Develop and implement a marketing plan to meet client acquisition goals
Contact prospects and participate in client appreciation events/seminars
Participate in weekly team meetings
Responsibilities may evolve to meet the needs of the practice
Qualification
Required
Prior advisory experience and active licensing
Active securities licensing including SIE, Series 7, Series 63, 65 or 66, Life, Accident and Health insurance license
Proficient in Microsoft Office (Excel, Teams, Word, Outlook)
An entrepreneurial mindset with a drive to build and grow
Positive and professional demeanor
Strong written and verbal communication skills
Ability to recommend suitable investment products and services
Ability to build rapport and meet with clients
Confidence in presenting financial planning strategies
Ability to source prospective clients
Desire to support practice growth
Preferred
Existing client relationships or book of business is a plus
Experience in Salesforce CRM, trading platforms and financial planning software is a plus
Benefits
Medical, prescription, dental and vision coverage
Short- and long-term disability insurance
Paid holidays
Vacation time
A 401(k) plan
A dependent care reimbursement account
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