Experienced Financial Advisor

Ameriprise Financial, Inc.
San Dimas, USA
Feb 04, 2023
Mar 05, 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Our team's roots date back to 1977. In an industry full of unknowns, we founded the team on something we could control: the client experience. Today, we are committed to ensuring that all clients are well cared for through responsive service, disciplined processes, and personal communication. We uphold the personal and professional values of accountability, stewardship, and a strong work ethic. Many of our clients share in these same values.

We are seeking like-minded successful Financial Advisors to join our team and share in the growth. A new team member will provide the highest level of service possible to build and manage their own client base. Resources and a team of support will facilitate growth and the opportunity to take on clients/AUM.

Additionally, our team partners with institutional investment research groups in the construction of professionally managed portfolios that are designed for growth and to mitigate risk in bear/recession market environments. We also engage clients through a comprehensive financial planning process.

A portable book of business is required for consideration ($5-million plus preferred). Candidates must have experience independently servicing their clients.

A strong emphasis on professional and personal development at all levels and a defined advisor career path is in place to help develop existing skills: 1-on-1 time with the firm's managing advisors. We work in a collaborative environment that emphasizes independence, trust, and nurtures team culture.

Annual salary range: $60,000 to $80,000.


  • Financial Advisor: 5 years (Required)
  • Work Authorization (Required)
  • Retirement Plan & Matching
  • Paid Time Off
  • Hybrid Remote or In-Office

Required Qualifications

  • 5+ years of experience as a Financial Advisor
  • A portable book of business($5-million plus preferred)
  • Bachelor's Degree
  • FINRA Series 7
  • State Securities (Series 63 or Series 66)
  • State IAR (Series 65 or Series 66)
  • State Life, Health Insurance and Variable Products lines
  • APMA® designation (if not held, must be obtained within 4 months)
  • CERTIFIED FINANCIAL PLANNER™ professionals or pursing the CFP® designation is encouraged, but not required

About Our Company

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

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.
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