Financial Advisor in Training - Charlotte

Financial Advisor In Training

The Ameriprise Advisor Center (AAC) is a financial advising organization that interacts with clients virtually to build deep and meaningful relationships through the Ameriprise Confident Retirement approach. Our AAC career path is designed for individuals who are passionate about helping others achieve their life goals financially and are looking for a structured, supportive way to develop into the role of a financial advisor. The Financial Advisor in Training position is the first step within the AAC's career path journey. In this role you will receive the support and training necessary to obtain your SIE, Series 7, Series 66 and life insurance licenses. Once you obtain the required licensing, you will be eligible to forward your career by joining a financial advising team. Once on a team you will start working directly with clients on their service needs as training and development continues via on-the-job mentorship, in classroom and online training, and coaching sessions. Our training program is designed to help advisors build a deep understanding of products, services, systems, and tools needed to provide high quality advice to clients. The Ameriprise Advisor Center also believes in supporting advisors' development by offering competitive compensation, tuition reimbursement, and internal support to obtain professional designations like CFP certification. Our support and training will lay the foundation you need for a rewarding career of helping clients feel more confident about their financial futures.

Key Responsibilities

• Study for SIE, Series 7, Series 66 and Life and Health licenses
• Connect with clients on activities that do not require licenses
• Enter necessary notes into Client Relationship Management tool to detail client interactions
• Complete training as required for current and subsequent responsibilities

Required Qualifications

Preferred Qualifications

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 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.