Career opportunities

Achieve your dreams and help clients realize theirs with a career at Ameriprise Financial.

Our success is based on relationships, established and strengthened by talented people like you. Ameriprise Financial is a longstanding leader in financial planning and advice with a holistic approach that fosters lasting personal relationships and helps people feel confident about their financial future. When you join Ameriprise, you’ll find unparalleled culture, support and opportunities to make a difference in clients’ lives.

Take the first step in joining our team of talented professionals by applying for a position below.

Paraplanner

Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. The paraplanner will assist financial advisor(s) in the financial planning workflow. This position will follow the high standards of business and professional ethics and legal and regulatory requirements.

Provide client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and client deliverables, working with clients to resolve issues, coordinating/tracking projects, organizing client seminars and performing other business management tasks as needed.

Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position functions:

Financial planning and advice/product solutions

  • Prepare financial planning recommendations and product solutions for advisor review and use
  • Prepare charts, graphs and other visual aids to be used with clients
  • Develop portfolio/robust product solution recommendations based on client needs and develop product deliverables

Client care/business management

  • Maintain client contact during the financial planning process
  • Answer questions and provide information to clients as it relates to servicing their accounts
  • Review and update client information for review meetings and attend and participate in client meetings as necessary
  • Manage and resolve client service problems

Key traits of a successful Paraplanner:

  • Effective communication with clients, advisors and staff
  • Efficient time management, attention to detail, organization, and multi-tasking skills
  • Ability to adhere to rules and regulations as required by advisor and Ameriprise Financial
  • Ability to support and provide guidance for compliance
  • Positive attitude and sincere willingness to continually learn and grow

Education and other designations:

  • College degree or higher
  • 2+ years of related experience
  • Have or be able to obtain licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses

To apply, send your résumé and cover letter to fieldswealthmanagement@ampf.com.

This position will be an employee/contractor of an independent Franchise Advisor, not of Ameriprise Financial.

Financial Advisor

Position functions:

Leadership and sales support: Leverage local leaders, tools, and resources to help run your practice efficiently.
Compensation and equity: Earn competitive payouts plus bonus opportunities. Build equity in your practice and sell it in the future at a potential profit.
Marketing: Reinforce your local brand with our national advertising, local marketing programs, and social media.
Practice Management: Access best practices and coaching to help increase efficiencies in your practice, drive growth, and control expenses.
Growth opportunities: Form an effective team to enhance your practice's growth potential and access HR support.

Our financial advisors receive the following:

  • Equity ownership opportunities.
  • Extensive up-front bonus programs and potential back-end bonus plans to match your experience and book of business.
  • Competitive payout rates up to 91% with deferred compensation potential.
  • Leverage a respected national brand and proven turnkey marketing programs.
  • Office branding assistance and the opportunity to choose your own location.
  • Local and national support, including strong leaders and an extended group of specialists (some available at an additional cost).
  • Peer-to-peer mentoring, award-winning learning and development opportunities, including CFP® certification support.
  • Access to financing for practice acquisition for qualified advisors.
  • Succession planning resources.

Enjoy the financial rewards

Our compensation model is designed to reward advisors for the experience and level of practice they bring. We provide payouts that apply to clients regardless of asset level, because we understand client relationships extend far beyond their assets under management.

Compensation

Performance-based payout rates range from 72% to 91% of Gross Dealer Concession (GDC). Initial fixed payouts for a guaranteed term are based on multiple factors. Additional compensation and bonus opportunities may be available.

To apply, send your résumé and cover letter to fieldswealthmanagement@ampf.com.

Administrative Assistant (entry level)

Help conduct the operation of a financial advisory practice with an independent franchisee of Ameriprise Financial. Assist in daily business operations allowing the advisor to focus on client acquisition and deepening client relationships.

Provide administrative support by scheduling meetings, preparing presentations, preparing client communications, tracking new business correspondence, coordinating/tracking projects and managing business-as-usual projects such as filing, copying, printing and organizing the logistics of client seminars.

Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position functions:

Administrative assistance

  • Prepare correspondence for advisor signature
  • Copy and track all client and practice materials including business correspondence
  • Copy and follow-up with home office on related issues
  • Schedule and prepare agendas and forms for client appointments
  • Conduct client appointment reminder calls and check-in calls on follow up items
  • Assist others in the practice

Client care

  • Greet and extend hospitality to clients and document client communications
  • Set up and maintain client management system and track client special events
  • Write notes or letters to clients and administer client appreciation tasks

Key traits of a successful Administrative Assistant:

  • Strong computer and phone skills
  • Effective communication with clients, advisors and staff
  • Efficient time management, organization, attention to detail, and multitasking skills
  • Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise Financial
  • Ability to support and provide guidance for compliance
  • Positive attitude and sincere willingness to continually learn and grow

Education and other designations:

  • High school degree or higher

To apply, send your résumé and cover letter to fieldswealthmanagement@ampf.com.

This position will be an employee/contractor of an independent Franchise Advisor, not of Ameriprise Financial.

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