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Ameriprise Financial Services, LLC · 1 day ago

Financial Advisor in Training - Charlotte

Charlotte, North Carolina

Full-time

Hybrid

New Grad, Entry Level

Ameriprise Financial is redefining financial advising through its Personal Wealth Group Advisor Pathway Program. The Financial Advisor Trainee role offers structured training and mentorship to help individuals grow into successful financial advisors while engaging meaningfully with clients and preparing for key financial licenses.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

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

Qualification

Financial licensesCommunication skillsRelationship-buildingGoal-driven environmentProfessional development

Required

High school diploma or equivalent

Strong communication and relationship-building skills

Ability to thrive in a fast-paced, goal-driven environment

Commitment to earning required licenses within set timelines

Preferred

Bachelor's degree

Benefits

Comprehensive Training & Licensing Support

Hands-On Experience

Career Growth & Professional Development

Company

Ameriprise Financial Services, LLC

Glassdoor3.8

At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years.

Founded in 1990

Vancouver, Washington, USA

5001-10000 employees

https://www.kpsinc.net

H1B Sponsorship

Ameriprise Financial Services, LLC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (105)

2024 (74)

2023 (62)

2022 (105)

2021 (82)

2020 (73)