Job Description

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 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 Personal Wealth Group Advisor Pathway Program

Are you passionate about helping people achieve their financial goals and dreams? In the Ameriprise Personal Wealth Group, we’re redefining financial advising by building deep, meaningful relationships with clients—virtually—through our Confident Retirement® approach.

This isn’t just a job—it’s a career path designed for individuals who want to make a real impact and grow into a successful financial advisor role with structured training, mentorship, and support every step of the way.

Financial Advisor Trainee Role

As a Financial Advisor Trainee you’ll start your journey with a clear roadmap to success. We’ll provide everything you need to thrive:

• Comprehensive Training & Licensing Support
  We’ll help you earn your SIE, Series 7, Series 66, and Life Insurance licenses—setting you up for long-term success.

• Hands-On Experience
  Once licensed, you’ll join a dynamic advising team, working directly with clients while continuing to learn through mentorship, classroom sessions, and on-the-job coaching

• Career Growth & Professional Development
  You’ll have access to tuition reimbursement, competitive compensation, and support to pursue advanced designations like CFP® certification

What You’ll Do

• Prepare for and obtain key financial licenses

• Engage with clients in meaningful conversations (no licenses required for initial activities)

• Document interactions in our CRM system

• Complete ongoing training to master products, tools, and client service

What We’re Looking For

• High school diploma or equivalent

• Bachelor's degree preferred

• Strong communication and relationship-building skills

• Ability to thrive in a fast-paced, goal-driven environment

• Commitment to earning required licenses within set timelines

The Career Path

Once you've successfully obtained all of your licenses, you'll move into the Client Support Associate role which allows you to dive deeper into what it means to work with clients and be a financial advisor. In addition to addressing immediate client needs, you’ll engage in award-winning advisor development experiences designed to help you thrive. Our programs emphasize learning embedded in your daily work, focusing on the financial planning process, effective sales and communication strategies, and a comprehensive introduction to the products and services that power the Ameriprise Client Experience. Through continuous professional development, you’ll build the skills and behaviors that drive long-term success, supported by technology-enabled learning and a culture committed to helping advisors grow with confidence.

As the Client Support Associate, you'll shadow client appointments, learn how to write financial plans and gain a better understanding of the products and services we offer our clients. From there, you'll have the opportunity to move into the Financial Advisor role, where you're taking on client meetings and helping individuals feel confident about their financial future.

Ready to build a career that makes a difference? Join the Ameriprise Personal Wealth Group and help clients feel confident about their financial future—while creating your own.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Sales

Line of Business

AFG Ameriprise Franchise Group

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.