Financial Advisor in Training
Listed on 2026-09-14
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Finance & Banking
Financial Sales, Insurance Sales
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 River Source Insurance and Annuities.
Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
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 River Source Insurance and Annuities.
Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
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.
WhatYou’ll Do
- Prepare for and obtain key financial licenses
- Build consultative sales and relationship‑management skills
- Engage directly with clients and prospective clients
- Learn how to identify client needs and recommend appropriate solutions
- Work toward performance goals in a client‑focused, growth‑oriented environment
- Receive coaching, mentorship, and professional development support
- Complete ongoing training to master products, tools, and client service
- 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
- Securities Industry Essentials (SIE)
- Series 7
- Series 66
- Life Insurance Licenses
- $55,000 starting salary while completing licensing requirements
- Opportunity to earn $57,000-$95,000+ within the first three years through salary and performance‑based incentives
- Tuition reimbursement
- CFP® certification support
- Comprehensive benefits package
Upon obtaining your required licenses, you'll progress into the Client Support Associate role, where you'll gain deeper exposure to financial planning, client…
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