Financial Advisor Trainee

At Ameriprise Financial, we help clients with their financial goals while also supporting our advisors and employees in reaching their true potential through an inclusive and collaborative culture. We celebrate unique qualities and reward contributions, offering a strong, ethical environment that cares about you and your community. This position is with an Ameriprise Financial Franchise owner.

About the role

The Executive Wealth Group at Ameriprise Financial delivers exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high-net-worth individuals and families. We are expanding through strategic practice acquisition and seek an entry-level, ambitious, and relationship-focused Financial Advisor Trainee to grow with us. This is a career-track opportunity for a growth-minded advisor ready to take on real responsibility and build lasting relationships.

As a team member, you’ll assist the firm’s founding partners in managing relationships with top-tier clients in a “second-chair” advisory role, gaining exposure, mentorship, and credibility. Over time, you will be given a set of client relationships to manage and deepen. As your experience grows, you’ll be positioned to receive new clients from future advisory practice acquisitions, expanding your impact and income potential. There are no business development requirements—you will not be expected to bring in new clients.

Responsibilities

• Manage and deepen relationships within an assigned client book of business.
• Collaborate with the lead advisor in a support capacity to serve complex client relationships during financial planning and review meetings.
• Onboard and build new client relationships that come in via practice acquisitions.
• Prepare for client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning.
• Maintain accurate and timely client records in CRM system.
• Uphold a white-glove service experience in every client interaction.

Requirements

• 0–5 years of experience in financial planning or advisory services.
• Series 7 & 66 Exams and state Insurance license will be required within first 6 months of hire.
• Strong interpersonal skills with the ability to build rapport and trust with clients.
• A team-first attitude and a growth mindset—you see opportunity where others see obstacles.
• Comfortable with both the technical and relational sides of financial advising.
• Ambition to become a lead advisor and grow your own book of business within our ecosystem.

Schedule

Full time