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Ameriprise Financial Services, LLC · 1 day ago

Associate Financial Advisor — Licensing Track (Unlicensed Entry Role)

Springfield, IL

Full-time

Onsite

Entry Level

$18/hr - $25/hr

2+ years exp

Ameriprise Financial is a leading financial services company seeking a motivated professional to join their team as an Associate Financial Advisor on a Licensing Track. This entry-level position is designed for individuals passionate about financial planning and client relationships, supporting advisors while pursuing necessary licensing to transition into a client-facing role.

CommercialConstructionProperty ManagementReal EstateResidential

H1B Sponsor Likely

Responsibilities

Support advisors in managing client relationships and preparing for meetings

Assist with data gathering, financial plan preparation, and case analysis

Handle administrative tasks, client service requests, and follow‑up activities

Learn the Ameriprise advice model, technology systems, and client service standards

Participate in team meetings, training sessions, and development programs

Shadow licensed advisors to develop foundational sales and consultation skills

Meet with clients and prospects to deliver financial advice

Conduct discovery conversations and develop personalized financial strategies

Recommend investment, insurance, and financial planning solutions

Build and manage a personal book of business with mentorship

Drive client acquisition through networking, referrals, and marketing initiatives

Maintain compliance with all Ameriprise and regulatory standards

Qualification

SIESeries 7Series 66State Life & Health Insurance LicenseBachelor’s degreeProfessionalismSales experienceClient service experienceFinancial concepts exposureCommunication skillsRelationship-building skillsAttention to detailClient-focused mindset

Required

Bachelor's degree

Strong communication and relationship‑building skills

High level of integrity, professionalism, and client‑focused mindset

Strong attention to detail and ability to manage multiple priorities

Desire to pursue a long-term career as a Financial Advisor

Customer service: 2 years

Ability to Commute: Springfield, IL 62704

Preferred

Prior experience in financial services, sales, or client service

Exposure to financial concepts or coursework

Benefits

Paid time off

Paid holidays

401(k) match

Health insurance

Dental insurance

Financial planning services

Paid training

Professional development assistance

Retirement plan

Vision insurance

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)