Ameriprise

Ameriprise Finance Jobs

9 jobs found

Associate Financial Advisor

Ameriprise Financial - Washington Edmonds, WA

26d ago

$65k - $80k/yr Full time Advisor Ameriprise Associate

Advisor Ameriprise Associate

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Job Description

Overview

Join Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, in Edmonds and/or Wenatchee, Washington. We are seeking an Associate Financial Advisor to support succession planning for retiring advisors while contributing to the ongoing growth and continuity of the practice. This role is designed to progressively take on client relationships, with a focus on lower-decile households, and position you for long-term advancement within the firm.

About the Practice

We are an ensemble wealth management practice dedicated to comprehensive financial planning, strong client relationships, and continuity of service across generations. Our emphasis is long-term stability for clients and team members alike. We serve a loyal client base that spans urban and rural households who value in-person engagement, trust, and consistent advisory relationships.

Key Responsibilities

Client Relationship Transition & Continuity: Support succession planning for retiring advisors; gradually assume responsibility for designated client households; maintain high-touch service standards to ensure client retention and satisfaction.
Financial Planning & Implementation: Deliver comprehensive financial planning and investment strategies; conduct client meetings and provide ongoing portfolio guidance; translate complex financial concepts into practical, client-friendly solutions.
Practice Growth & Development: Identify opportunities to deepen existing client relationships; contribute to revenue growth within the team structure; support the long-term expansion and sustainability of the practice.
Team Collaboration: Partner closely with senior advisors and operational staff; maintain documentation, compliance standards, and CRM accuracy.

Ideal Candidate Profile

Required Qualifications: Active securities and insurance licenses (Series 7 & 66, WA state insurance); experience in financial services or wealth management; willingness to maintain in-office presence in Edmonds or Wenatchee due to client needs.
Preferred Experience: Experience working with rural client communities; Ameriprise experience.
Professional Strengths: Strong interpersonal and relationship-building skills; comfortable serving clients in person and building long-term trust; organized, proactive, and growth-oriented; collaborative mindset within an ensemble practice model.
Career Mindset: Seeking a long-term advisory role within a team practice and interested in future equity paths; motivated by continuity, client stewardship, and sustainable growth; interested in future leadership and expanded responsibility.

Work Environment

Potential placement in Edmonds and/or Wenatchee; in-office presence required in either location; flexibility may be discussed based on location.
Team-oriented ensemble practice with locations in multiple states.
Long-term succession planning opportunities.

Compensation & Benefits

Base Salary: $65,000 - $80,000 - exempt
Incentive Compensation: 10% - 20% based on production and responsibilities
Benefits Include: Health Insurance (100% employer paid for employee); optional vision and dental (employee paid)
Safe harbor 401(k) plan with 6% match
Group life insurance
Paid Time Off – vacation policy, sick leave, holidays
Paid CE and professional designation education

Schedule

Monday–Friday, standard business hours

Location

Edmonds, WA, with potential placement in Edmonds or Wenatchee, Washington. In-office presence required.

How to Apply

If you are a licensed financial professional seeking a long-term advisory opportunity with succession visibility and growth potential, please submit your résumé and a cover letter outlining your experience and interest.

Equal Opportunity Employer

Soundview Financial Group welcomes applicants from all backgrounds and is committed to building a diverse and inclusive workplace.

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Financial Advisor

Small Wealth Management Tulsa, OK

28d ago

$65k - $80k/yr Full time Advisor Ameriprise Client Relationship Management

Advisor Ameriprise Client Relationship Management

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Job Description

Company Overview

Since 1999, Small Wealth Management has prioritized helping clients understand, achieve, and sustain financial independence with confidence and clarity. Our approach centers on life-focused guidance, taking the time to understand what matters most to clients and adapting to life’s changes. We aim to build lasting legacies through meaningful relationships, experiences, and moments. The firm fosters teamwork, accountability, and ongoing professional growth.

Role Overview

Small Wealth Management, a private wealth advisory practice of Ameriprise Financial, is seeking a full-time Financial Advisor to join our Tulsa, Oklahoma team. You will serve as the primary advisor for an established book of business while also expanding your client base through referrals and networking. You will collaborate with senior advisors and support staff to ensure consistency, efficiency, and an exceptional client experience.

Key Responsibilities

Build and deepen relationships with existing clients.
Develop comprehensive financial plans and provide investment recommendations.
Hold regular meetings with prospects and clients.
Stay current on market trends and financial planning tools.
Pursue continuous professional development.
Collaborate with team members to maintain a client-centered approach.

Licensing Requirements

Bachelor’s degree required
Series 7 license required
Series 66 license required or Series 63/65

Compensation and Benefits

Job Type: Full-time
Pay: $65,000.00 - $80,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Parental leave
Professional development assistance
Vision insurance

Work Location

Location: Tulsa, OK 74135. This position is in-person.

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Paraplanner / Registered Series 7 Associate

TSG Financial Advisors Keokuk, IA

30d ago

$55k - $70k/yr Full time Ameriprise Asset Allocation Associate

Ameriprise Asset Allocation Associate

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Job Description

Role Overview

Join a premier financial planning practice operating within an independent advisor franchisee aligned with Ameriprise Financial. This on‑site Paraplanner position supports financial advisors at a high level while upholding stringent business ethics and regulatory standards. The role focuses on financial planning, portfolio management, insurance, retirement plan administration, and top‑tier client service. Location: Keokuk, IA 52632.

Key Responsibilities

Prepare ongoing financial planning deliverables for clients
Assist with the client implementation process
Analyze clients’ existing holdings and overall asset allocation; provide recommendations for allocation changes and rebalancing
Execute trades as needed
Run portfolio illustrations and hypotheticals
Develop appropriate product deliverables
Provide current economic and market information during portfolio management meetings
Communicate with and service high net worth clients
Utilize a web‑based CRM to monitor client issues
Develop and prepare insurance illustrations
Analyze insurance illustrations and contracts
Track insurance underwriting progress
Keep up with insurance industry trends and complete required continuing education
Manage retirement plan systems such as SRAs, SEPs, and 401(k) plans
Supervise and evaluate paraplanner assistants
Serve as a technical resource, providing training and support to team members
Perform other duties as assigned by the advisor

Minimum Qualifications

FINRA Series 7 license, plus Series 65 or 66
Life and Health insurance license
3 to 5 years of direct experience in the financial services industry
Strong communication and analytical skills
Excellent organizational and multi‑tasking abilities
Tech‑savvy and proficient with modern tools
Positive attitude and motivation for self‑improvement

Compensation and Benefits

Compensation is commensurate with relevant experience.

Pay range: $55,000.00 to $70,000.00 per year
Benefits include 401(k) with employer matching after qualification year; employer‑sponsored health insurance, paid dental, life and disability insurance; and paid vacation, sick time, and holidays per practice policy

Work Details

Location: Keokuk, IA 52632
Work Location: In person

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Paraplanner / Registered Series 7 Associate

TSG Financial Advisors Winter Park, FL

30d ago

$55k - $70k/yr Full time Ameriprise Asset Allocation Associate

Ameriprise Asset Allocation Associate

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Job Description

Position Overview

Take on an essential role within a fast paced, client focused financial planning practice. As an on site paraplanner with a FINRA Series 7 license, you will support financial advisors at a high level. You will be employed by an independent advisor franchise partner operating a financial advisory practice affiliated with Ameriprise Financial, assisting in daily operations while upholding strict ethical and regulatory standards.

Key Responsibilities

Prepare ongoing financial planning deliverables
Assist with the client implementation process
Review clients' existing holdings and overall asset allocation to recommend allocation changes and rebalancing
Execute trades
Produce portfolio illustrations and hypotheticals
Develop appropriate product deliverables
Provide current economic and market information during portfolio management meetings
Communicate with and service high net worth clients
Utilize the web based contact management system to monitor client issues
Develop and prepare insurance illustrations
Analyze insurance illustrations and contracts
Track insurance underwriting progress
Stay up to date with insurance industry trends and complete required continuing education courses or seminars
Manage retirement plan systems such as SRAs, SEPs, and 401Ks
Supervise and evaluate paraplanner assistants
Act as a technical resource, providing training and support to team members
Perform other duties as assigned by the advisor

Minimum Qualifications

Series 7 license, and Series 65 or 66
Life and Health insurance license
3 to 5 years of direct experience in the financial services industry
Strong communication and analytical skills
Excellent organizational and multi tasking abilities
Tech driven and proficient with financial technology
Positive attitude and professionalism
Motivation for ongoing self improvement

Compensation and Benefits

Salary is commensurate with relevant experience.

Benefits include paid vacation, sick days, and holidays per practice policy
Employer sponsored health insurance, paid dental, life and disability insurance
401(k) retirement plan available after completing the qualified year

Compensation Details

Pay: $55,000.00 - $70,000.00 per year

Location and Work Arrangement

Work Location: On site

Location: Winter Park, FL 32789

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Paraplanner / Registered Series 7 Associate

TSG Financial Advisors Knoxville, TN

30d ago

$55k - $70k/yr Full time Ameriprise Asset Allocation Associate

Ameriprise Asset Allocation Associate

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Job Description

Overview

This on‑site role supports a fast‑paced, client‑focused financial planning practice operating as an independent advisor franchisee with Ameriprise Financial. You will collaborate with financial advisors as a Paraplanner and registered associate, ensuring smooth daily operations and adherence to high standards of business ethics and regulatory requirements. The position centers on financial planning, portfolio management, insurance and retirement plan administration, and exceptional client service for a high‑quality advisory practice.

Position Functions and Responsibilities

Prepare ongoing financial planning deliverables for client engagements
Assist in guiding clients through the implementation process
Analyze clients existing holdings and overall asset allocation to recommend allocation changes and rebalancing as needed
Execute trades as required
Produce portfolio illustrations and hypothetical scenarios
Develop appropriate product deliverables for client reviews
Provide relevant, current economic and market information during portfolio management meetings
Communicate with and service high net worth clients
Utilize a web‑based contact management system to monitor client issues
Develop and prepare insurance illustrations
Analyze insurance illustrations and contracts
Track insurance underwriting progress
Stay informed on insurance industry trends and complete required continuing education courses or seminars
Manage retirement plan systems such as SRAs, SEPs, 401(k)s, and related programs
Supervise and evaluate a paraplanner assistant
Act as a technical resource, providing training and support to team members
Perform other duties assigned by the advisor

Minimum Qualifications

Series 7 license, plus Series 65 or 66
Life and Health insurance license
Minimum 3 to 5 years of direct experience in the financial services industry
Strong communication and analytical skills
Excellent organizational and multitasking abilities
Tech‑savvy and proficient with relevant software
Positive attitude and a motivation for self‑improvement

Compensation

Salary range: $55,000.00 to $70,000.00 per year. Compensation is commensurate with relevant experience.

Benefits

Paid vacation, sick days, and holidays per practice policy
Employer sponsored health insurance, paid dental, life and disability insurance
401(k) after a qualified year of employment

Location

Work location: In person, Knoxville, TN 37909

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Banking & Lending Specialist

Ameriprise Financial Minneapolis, MN Hybrid

1mo ago

$93k - $128k/yr Full time Ameriprise Banking Banking & Lending

Ameriprise Banking Banking & Lending

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Job Description

Overview

The Banking and Lending Specialist acts as a client facing expert in banking and lending products, partnering directly with clients and collaborating closely with Ameriprise Financial Advisors to address banking and lending needs aligned with the advisor's financial planning strategies. This role delivers a high touch, white glove client experience by educating clients on bank deposit and lending solutions, supporting account opening and servicing activities, and reinforcing the trusted advisor/client relationship. The Specialist operates under the strategic direction of the Banking and Lending Director with a focus on execution, client engagement, and product education to drive growth. Location: Hybrid remote in Minneapolis, MN.

Key Responsibilities

Collaborate directly with clients, in partnership with Ameriprise Financial Advisors, to support banking and lending needs aligned with advisor financial planning strategies
Deliver high quality, white glove service through timely responses, clear communication, and personalized client support
Educate clients on bank deposit and lending products, including features, benefits, eligibility requirements, and account structures
Reinforce the trusted Advisor/client relationship by ensuring consistent, compliant, and professional client interactions
Support client acquisition and onboarding of banking and lending products including checking, savings, CDs, mortgage, home equity, and securities-backed lending (as applicable)
Assist with account opening, documentation, and servicing processes in accordance with bank policy and regulatory requirements

Required Qualifications

3–5 years of relevant experience in banking, lending, or financial services
Active Series 7 license or ability to obtain within 90 days
Active Series 63, or 66, or ability to obtain within 90 days

Preferred Qualifications

Client-facing / advisor experience supporting deposit and/or lending products
Strong understanding of banking products and client service expectations
Ability to communicate clearly and professionally with clients and financial advisors
Ability to maintain client confidentiality and adhere to regulatory requirements
Experience in personal banking, lending, or loan origination (Mortgage, Home Equity, Securities-Backed Lending)
Experience supporting high-net-worth or wealth management clients
Prior experience working in partnership with financial advisors or relationship managers
Experience as a personal banker/customer serviced (Checking, Savings, CDs and related services)
Strong organizational skills with attention to detail and follow-through
Ability to problem-solve and manage multiple client requests simultaneously

About Our Company

We are 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 about 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 client focus and strong financial foundation connect Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. We foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities worldwide.

Compensation and Benefits

Base pay salary: The estimated base salary for this role is $93,400 - $128,400 per year. We operate a pay-for-performance compensation philosophy. Initial total compensation may vary based on job-related knowledge, skills, experience, and geographic work location. In addition, most roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We offer a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including vacation time, sick time, 401(k), and health, dental and life insurances.

Equal Opportunity and Accommodation

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Employment Details

Full-Time

Exempt

Job Family Group: Marketing/Product Management

Line of Business: BANK Bank

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Banking & Lending Specialist

Ameriprise Financial Minneapolis, MN Hybrid

1mo ago

$93k - $128k/yr Full time Ameriprise Banking Certificates of Deposit

Ameriprise Banking Certificates of Deposit

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Job Description

Overview

The Banking and Lending Specialist serves as a client facing banking and lending product expert, working directly with clients and in close partnership with Ameriprise Financial Advisors to support client specific banking and lending needs. This role delivers a high touch, white glove client experience by educating clients on bank deposit and lending solutions, supporting account opening and servicing activities, and reinforcing the trusted advisor client relationship. The Specialist operates under the strategic direction of the Banking and Lending Director and concentrates on execution, client engagement, and product education with a growth focus. Location: Hybrid remote in Minneapolis, MN.

Key Responsibilities

Collaborate with clients and Ameriprise Financial Advisors to address banking and lending needs aligned with advisor financial planning strategies
Provide high quality, attentive service through timely responses, clear communication, and personalized client support
Educate clients on bank deposit and lending products, including features, benefits, eligibility requirements, and account structures
Maintain the trusted Advisor/client relationship by ensuring consistent, compliant, and professional client interactions
Assist with client acquisition and onboarding of banking and lending products including checking, savings, CDs, mortgage, home equity, and securities backed lending (as applicable)
Support account opening, documentation, and servicing processes in accordance with bank policy and regulatory requirements

Required Qualifications

3 to 5 years of relevant experience in banking, lending, or financial services
Active Series 7 license or the ability to obtain within 90 days
Active Series 63, or 66, or the ability to obtain within 90 days

Preferred Qualifications

Client facing / advisor experience supporting deposit and/or lending products
Strong understanding of banking products and client service expectations
Ability to communicate clearly and professionally with clients and financial advisors
Ability to maintain client confidentiality and adhere to regulatory requirements
Experience in personal banking, lending, or loan origination (Mortgage, Home Equity, Securities‑Backed Lending)
Experience supporting high net worth or wealth management clients
Prior experience working in partnership with financial advisors or relationship managers
Experience as a personal banker/customer service professional (Checking, Savings, CDs and related services)
Strong organizational skills with attention to detail and follow through
Ability to problem solve and manage multiple client requests simultaneously

About Our Company

We are 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 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.

Compensation and Benefits

The estimated base salary for this role is $93,400 - $128,400 per year. We maintain a pay-for-performance compensation philosophy, and your initial total compensation may vary based on job related knowledge, skills, experience, and geographical work location. In addition, most roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also offer a competitive and comprehensive benefits program that supports all aspects of health and well being, including vacation time, sick time, 401(k), and health, dental and life insurances.

Job Details

Full time
Exempt
Job Family Group: Marketing/Product Management
Line of Business: BANK Bank

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Banking & Lending Specialist

Ameriprise Financial Minneapolis, MN Hybrid

1mo ago

$93k - $128k/yr Full time Ameriprise Banking Client Onboarding

Ameriprise Banking Client Onboarding

Paraplanner

Ameriprise Financial - Minnesota Eagan, MN

1mo ago

$65k - $85k/yr Full time Ameriprise Client Relationship Client Service

Ameriprise Client Relationship Client Service

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