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Financial Advisor in Training /binaries/content/gallery/joinameriprise/2025-careers-redesign/new-advisors/new-advisors-training-development.png midnight-blue
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Launch your career with the Ameriprise® Personal Wealth Group

Turn your passion for helping others into a rewarding career in financial planning & advice. The Ameriprise Personal Wealth Group is a team-based advisory practice within Ameriprise Financial, designed to support early-career professionals through hands-on experience, licensing and mentorship.

From day one, you’ll work alongside experienced financial advisors in a collaborative environment. You’ll support clients across every stage of their financial journey – from investing to retirement planning – while learning how trusted, ongoing financial advice is delivered. 

Your financial advising career starts here 

The Financial Advisor in Training role is an entry-level opportunity designed to prepare you for a long-term career as a Financial Advisor.

What you will do:

You’ll begin alongside a cohort of other advisors-in-training, creating a collaborative, peer-supported learning environment with structured training and real-word experience. As your knowledge grows, so will your responsibilities.

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Support advisory teams by engaging
clients and setting appointments

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Learn Ameriprise systems, tools and
advice delivery models

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Build foundational client
communication and relationship skills

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Prepare for and earn required licenses
with firm support

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Licenses supported

  • SIE

  • Series 7

  • Series 66

  • Life Insurance

Opportunity for advanced licenses and designations, including Series 24, or certifications such as the BFA or CFP® 

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A clear path to build and grow your career

We invest in your long-term success—not just your first role, but your entire career. With the right training and support, you’ll build foundational skills, earn your licenses and gain the experience to grow into new opportunities across the firm.
 

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STAGE 1 - ENTRY

Financial advisor training

  • Build foundational client relationship and advisory skills while supporting advisor teams
  • Prepare for and earn required industry licenses with firm sponsored training and support
STAGE 1 - ENTRY

Financial advisor training

  • Build foundational client relationship and advisory skills while supporting advisor teams
  • Prepare for and earn required industry licenses with firm sponsored training and support
cardBackground
true
STAGE 2 - GROWTH

Client support associate

  • Support client meetings and financial plans
  • Expand product and planning knowledge
  • Work closely with an advisor team
STAGE 2 - GROWTH

Client support associate

  • Support client meetings and financial plans
  • Expand product and planning knowledge
  • Work closely with an advisor team
cardBackground
true
STAGE 3 - ADVANCEMENT

Career pathways

Explore a range of paths based on your interests and goals:

  • Financial advisor
  • Sales leadership
  • Product or investment specialist
  • Roles across the broader firm
STAGE 3 - ADVANCEMENT

Career pathways

Explore a range of paths based on your interests and goals:

  • Financial advisor
  • Sales leadership
  • Product or investment specialist
  • Roles across the broader firm
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A supported start

  • No requirements to bring a book of business

  • No cold calling or door-knocking

  • Focus on learning first, then growing a practice through referrals

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Full licensing support

  • Paid study time, materials and structured guidance

  • All required FINRA and insurance licenses covered

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Training & development

  • Hands-on experience in financial planning, client conversations and advice delivery

  • Clear career pathways and expectations

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Employee rewards & well-being

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Recruitment timeline

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Apply

Submit your application for review.
See current openings

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Initial conversation

A short discussion to understand your background, motivations and fit.

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Assessment process

A focused interview and/or assessment to explore your skills, experience and potential.

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Decision

Offer and next steps.

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Hear from our Ameriprise Personal Wealth Group colleagues

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What I love most about my team is that we’re dedicated to helping clients achieve what’s important to them, and we genuinely enjoy doing it together. The energy is high, we support one another, and we have fun while working towards delivering great outcomes for our clients.

Tyler S.

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Our company culture is a fluid, dynamic, and diverse with people of many backgrounds and experience levels that together create a collaborative team environment which accentuates individual strengths. If you are open to learning and working to progress individually and as a team, there are many paths to take advantage of career opportunities at Ameriprise. 

Sidra F.

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My favorite part of working with my team is the way they support me while also pushing me to grow. My leaders have been my biggest advocates and have genuinely wanted to see me succeed. Ameriprise is full of high‑performing people and being surrounded by teammates like that motivates me to be my best.  

Carmen H.

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Ready for what's next?

Your future starts here. Find career opportunities in your area of interest.

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Disclosures
Ameriprise Financial cannot guarantee future financial results.