Ameriprise Financial Institutions Group

Jay McAnelly

Group Vice President

Ameriprise Financial Institutions Group

Ameriprise Financial Institutions Group

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Leverage Ameriprise support while working with a financial institution

The Ameriprise Financial Institutions Group offers several business models to enable you to succeed and grow.

Managed program benefits

As an Ameriprise employee, you may leverage our corporate support system to help run your program at one of our financial institution partners.  Some of the benefits for financial advisors in the managed program may include:

  • Comprehensive employee benefits
  • Branding opportunities and proven turnkey marketing programs
  • Local and national support, including accessible leaders and teams of specialists
  • Office space located onsite at a financial institution
  • Peer-to-peer mentoring, plus training and coaching — including CFP® certification support
  • Regular contact with regional leaders and colleagues — offering opportunities for sharing best practices

Enjoy the financial rewards

Our managed program compensation model is designed to reward financial advisors for the experience and level of practice they bring. We offer extensive up-front bonus programs to match your experience and book of business. We also understand client relationships extend way beyond their assets under management. That's why we provide payouts that apply to clients regardless of asset level.


• Competitive performance-based commissions
• Initial payout rates may be locked for two years based on your incoming production


• Compensation
• Retirement savings
• Income protection
• Health benefits
• Wellness programs
• Work/life balance programs
• Veteran benefits


Overhead costs covered by your assigned Financial Institution or by Ameriprise Financial:

• Real estate
• Office hardware and supplies
• Technology
• Marketing
• Staff support
• Errors and omissions
• Training


FINRA Series 7 and Series 63 or 66 required to start

Given 120 days after appointment to obtain additional required licenses (Series 65/66 and life/health insurance licenses)

To learn more about this role, or other opportunities within Ameriprise Financial Institutions Group, call us at 980.721.7733.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This document does not create a contract of employment or a contract for any specific term or condition of employment between Ameriprise Financial Services, LLC and an employee. The relationship between Ameriprise Financial Services, LLC. and an employee is at-will, meaning that either the employee or the company may terminate it at any time for any reason, with or without advance notice or progressive disciplinary action.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.