Ameriprise Financial
The Financial Advisor Associate works alongside an experienced advisor to build a personal book of business and help shape clients' financial futures through ongoing financial planning relationships. The role involves developing a pipeline of contacts and leads, assisting clients in achieving their financial goals, and serving as a key team member to create a unique client experience. This position requires obtaining specific financial licenses and credentials within 150 days of hire.
Company Size
1-10 employees
Ameriprise Financial is a leading financial services company with more than 10,000 advisors dedicated to helping individuals and families achieve their financial goals. The company offers personalized financial planning, wealth management, retirement planning, and investment advisory services. With over 125 years of experience, Ameriprise provides clients with one-to-one financial advice, diversified portfolio recommendations, and ongoing goal-tracking support.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Ameriprise Financial.
39% below the average for this role