Financial Advisor in Training
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Before you apply
Salary$55k – $95k
LocationLas Vegas, Nevada; Charlotte, North Carolina; Minneapolis, Minnesota
Work modehybrid
Typefull-time
SeniorityEntry
DepartmentSales
Company size10,000+ people
PostedSep 1, 2026 · 2mo ago
Verified live3d ago
At a glanceSummarised by Seekless from the posting.
High school diploma or equivalent
Strong communication and relationship-building skills
Ability to thrive in a goal-oriented environment
Commitment to obtaining required licenses
Bachelor's degree
Experience in sales, business development, customer service, hospitality, athletics, military service, or other client-facing roles
Demonstrated ability to influence, persuade, or build trust with others
Coachable, resilient, and motivated to achieve results
Interest in financial services and helping clients reach their goals
Benefits
Tuition reimbursement
Professional development
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
Are you a driven relationship-builder who enjoys connecting with people, achieving goals, and helping others succeed?
The Ameriprise Personal Wealth Group (APWG) is a team of 200 advisors supporting clients virtually. Through training, licensing support, mentorship, and hands-on client experience, you’ll develop the skills needed to build trusted client relationships and help individuals make confident financial decisions.
Whether your background is in sales, business development, hospitality, athletics, customer service, military service, or another client-facing role, we’re looking for individuals who are motivated by helping people and creating meaningful outcomes.
What You’ll Do
•
Prepare for and obtain key financial licenses
•
Build consultative sales and relationship-management skills
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Engage directly with clients and prospective clients
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Learn how to identify client needs and recommend appropriate solutions
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Work toward performance goals in a client-focused, growth-oriented environment
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Receive coaching, mentorship, and professional development support
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Complete ongoing training to master products, tools, and client service
What We’re Looking For
Required
•
High school diploma or equivalent
•
Strong communication and relationship-building skills
•
Ability to thrive in a goal-oriented environment
•
Commitment to obtaining required licenses
Preferred
•
Bachelor’s degree
•
Experience in sales, business development, customer service, hospitality, athletics, military service, or other client-facing roles
•
Demonstrated ability to influence, persuade, or build trust with others
•
Coachable, resilient, and motivated to achieve results
•
Interest in financial services and helping clients reach their goals
Training & Development
Hiring process
Ameriprise provides support to obtain:
•
Securities Industry Essentials (SIE)
•
Series 7
•
Series 66
•
Life Insurance Licenses
You’ll receive ongoing coaching, mentorship, and development as you progress through a structured advisor career path.
Compensation & Benefits
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$55,000 starting salary while completing licensing requirements
•
Opportunity to earn $55,000-$100,000+ within the first three years through salary and performance-based incentives
•
Tuition reimbursement
•
CFP® certification support
•
Comprehensive benefits package
The Career Path
Upon obtaining your required licenses, you’ll progress into the Client Support Associate role, where you’ll gain deeper exposure to financial planning, client relationship management and advisor development.
As a Client Support Associate, you’ll:
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Shadow client meetings
•
Learn how financial plans are developed
•
Expand your understanding of financial products and solutions
•
Develop stronger client-facing and advisory skills through mentorship and coaching