Search jobs > Bellevue, WA > Financial advisor

Financial Advisor

Ameriprise Financial
Bellevue, Washington
Full-time
Part-time

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results?

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives.

It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!

We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing.

You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor.

We will provide tools and support to help you obtain your required licenses / credentials, and we’ll cover your licensing and training costs.

We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.

Key Responsibilities

  • Attend and engage in coaching and training led by the leadership team and established advisors.
  • Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
  • Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
  • Schedule and conduct financial planning and advice meetings with clients and client prospects.
  • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
  • Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
  • Build a book of business as a stand-alone Ameriprise Financial advisor.
  • If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
  • Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.

Required Qualifications

  • 3+ years of work experience with a proven track record of success.
  • Have a network of personal and professional contacts within the local area that you may engage for referrals.
  • Showcase a background in building strong relationships and delivering superior client service.
  • Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
  • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
  • Ability to obtain required licenses within 150 days of hire :

o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)

o State Securities (Series 63 or Series 66)

o State IAR (Series 65 or Series 66)

o State Life, Health Insurance and Variable Products lines

Preferred Qualifications

  • Four-year college degree, or equivalent
  • Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
  • Willingness and desire to be part of a coaching relationship and peer learning environment.
  • Proven track record of continued success in all industries and careers including, but not limited to :
  • Accountants
  • Attorneys
  • Bankers
  • CERTIFIED FINANCIAL PLANNER™ professionals*
  • Community leaders
  • Consultants
  • Entrepreneurs
  • Fundraisers
  • Insurance agents
  • Military personnel
  • Professional athletes
  • Real estate agents and developers
  • Risk managers
  • Sales and marketing professionals
  • Teachers and educators

About Our Company

We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients.

We are a long-standing 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 Services, 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.

Base Pay Salary

52,900 - 65,478

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time / Part-Time

Full time

Exempt / Non-Exempt

Non-Exempt

Job Family Group

Sales

Line of Business

AAG Ameriprise Advisor Group

22 days ago
Related jobs
Promoted
Ivy Exec
Seattle, Washington

Senior Financial Advisor, Financial Advisor. ...

Promoted
Bull Run Investment Management
WA, United States

We are currently seeking an experienced Financial Advisor who is looking for new opportunities for growth, and aspires to achieve greater professional heights with senior level compensation. Proven experience as a Financial Advisor with an existing book of business. We are proud of our record in gen...

Bank of America
Tukwila, Washington

Recommends financial advice and guidance that align with client financial goals and needs. Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities. Partners with finan...

BECU
Bothell, Washington

As an Associate Financial Advisor at BECU, you will play a pivotal role in providing personalized investment services and recommendations to our member clients. Your proactive approach to addressing their financial planning needs, conducting portfolio reviews, and making insightful assessments will ...

Bank of America
Washington

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short ...

Parcion Private Wealth
Bellevue, Washington

Strong financial planning literacy and 5+ years of experience in a client-facing financial advisory role at a broker dealer or RIA. We are seeking an experienced Senior Family Wealth Advisor to join our firm. This is your opportunity to play a critical role in the future success of a fast-growing Re...

Thrivent
Seattle, Washington

Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals....

Ameriprise Financial
Bellevue, Washington

Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for e...

Alaska USA
Renton, Washington

Financial Advisor (Category 19). Meet with existing and prospective clients to promote financial planning and investment services. Present client financial plan and investment proposals in a professional manner. Three years financial services sales experience. ...

Northwestern Mutual - Puget Sound
Seattle, Washington

Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired. Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candi...