Financial Advisor

Overview

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.

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

• We’ll help you earn the necessary financial licenses—setting you up for long-term success.
• Hands-On Experience
• Once licensed, you’ll learn through mentorship, classroom sessions, and on-the-job coaching.
• You’ll have tuition reimbursement, competitive compensation, and support to pursue advanced designations like CFP® certification.

• 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

• High school diploma or equivalent is a must but Bachelor's Degree is best!
• Strong communication and relationship-building skills
• Ability to thrive in a fast-paced, goal-driven environment
• Commitment to earning required licenses within set timelines

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. 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.

Join the Ameriprise Personal Wealth Group and help clients feel confident about their financial future—while creating your own.