Associate Financial Advisor
Listed on 2026-10-20
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
At Ameriprise Financial, we are not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job DescriptionAn entrepreneurial opportunity for an emerging financial professional to build a client-centered business, develop as an advisor, contribute to the growth of an established practice, and earn consideration for future leadership and ownership opportunities through sustained performance and demonstrated success.
This independent contractor opportunity is offered through an independent Ameriprise Financial franchise owner and is not an employee position with Ameriprise Financial, Inc. or the independent practice.
Job Description Summary
This is more than a traditional Associate Financial Advisor role. It is an independent contractor for business-development and advisor-development opportunities within an established financial planning practice affiliated with Ameriprise Financial. The selected independent professional will have the opportunity to build client relationships, contribute directly to practice growth, and progressively develop the knowledge, judgment, credentials, and business acumen needed to serve as a trusted financial advisor.
The engagement is intended for an entrepreneurial individual who is motivated to build a business, create measurable value, and earn increasing responsibility over time.
The successful candidate will be energized by both service and growth: strengthening client relationships, learning to translate goals into thoughtful planning, building new connections through referrals and educational outreach, and taking ownership of results. The practice owner will provide access to mentorship, business context, and developmental support while the independent contractor brings initiative, accountability, and disciplined execution. The scope of opportunity may expand as licensing milestones;
performance standards, client readiness, practice growth, and business needs are met.
This opportunity is not designed simply to fill a seat or provide conventional staff support. It is intended for an independent, ownership-oriented professional who wants to build a book of relationships, contribute to an established practice, and create long-term enterprise value. Strong performance may lead to increasing responsibility and consideration for future leadership and potential ownership opportunities. Any leadership or ownership path is not guaranteed and must be earned through sustained performance, client impact, measurable practice growth, sound judgment, licensing progress, strategic alignment, and demonstrated success over time.
Key Responsibilities:- Engage in available mentorship, observation, feedback, and hands-on development opportunities with the practice owner and team while maintaining responsibility for personal preparation, execution, and results.
- Own and complete required study, licensing, registration, and development milestones within agreed timelines and apply learning responsibly during the engagement.
- Build proficiency in financial planning concepts, client discovery, meeting preparation, recommendations, follow-through, and practice operations.
- Earn the opportunity to assume broader client-facing, growth, advisory, and leadership responsibilities when appropriately licensed, trained, authorized, and ready.
- Help create a proactive, responsive, and personalized client experience from initial contact through ongoing service.
- Prepare for client meetings; gather, organize, and accurately enter client information; help create financial planning deliverables and follow-up items.
- Communicate with professionalism and empathy, resolve service needs, and coordinate with appropriate partners to move client requests forward.
- Document interactions and maintain complete, accurate records in accordance with practice procedures and applicable requirements.
- Support analysis of client goals, priorities, time horizons, and risk considerations.
- Assist with…
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