P1 Advisor Non-Exempt

About the 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 focus on 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.

About the Role

Work with an experienced advisor to build a personal book of business and help shape clients' financial future by developing an ongoing financial‑planning relationship focused on accomplishing clients' goals. Build a pipeline of personal and professional contacts and new leads.

Key Responsibilities

• Obtain required licenses/credentials within 150 days of hire: FINRA Series 7, active state securities agent registration (S63 or S66), active IAR registration (S65 or S66), and state life, health insurance and variable product lines.
• Attend and engage in licensing coaching as required.
• Be accountable for progress within the program’s licensing and appointment preparation timelines.
• Assist seasoned financial advisor(s) in working with clients to achieve their financial goals.
• Serve as a key team‑practice member, creating and delivering a unique client experience that differentiates the practice.
• Provide support to clients and prospects holistically or by specializing in products or services.
• Develop and execute a robust marketing plan to achieve the practice’s client‑acquisition goals.
• Identify clients to engage or re‑engage in financial‑planning relationships.
• Gather and analyze data and develop financial‑planning recommendations.
• Help prepare and/or deliver financial plans.
• Foster ongoing financial‑planning relationships with clients.
• Become a product expert; serve clients and prospects, run illustrations, and develop product‑centric recommendations.
• Manage specific parts of the business, e.g., operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses.
• Manage the practice’s client‑service model and ensure consistent execution.
• Follow high standards of business and professional ethics and comply with legal and regulatory requirements.

Required Qualifications

• Join Ameriprise in a team practice and support a seasoned financial advisor or advisors.

Preferred Qualifications

• Four‑year college degree from an accredited institution.
• High level of confidence, perseverance and a strong desire to succeed in a goal‑oriented environment.
• Accountability for results.
• Outstanding verbal, written and listening communication skills.
• Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team‑centric environment.

Schedule

Full‑Time, Non‑Exempt.