Financial Advisor in Training - Charlotte

Responsibilities

• 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

Requirements

• 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
• 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
• 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 applica

Additional Information

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. Job Description 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 .

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at ameriprise? Share your experience