What are the responsibilities and job description for the Associate Financial Advisor position at Ameriprise Financial - Vermont?
Associate Financial Advisor – Career Change Opportunity
Are you looking for a rewarding career change that allows you to make a real impact on people’s financial futures? Guided Wealth, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a motivated professional ready to transition into the financial services industry and build a long-term career as a Financial Advisor.
This entry-level role is designed for individuals who are eager to learn, develop new skills, and grow into a lead advisor position. You’ll receive structured training, hands-on mentorship, and real client exposure to help you succeed in this career.
What You’ll Do:
Learn from experienced advisors – Shadow client meetings, study financial planning strategies, and gain firsthand experience.
Focus on building relationships – This role is all about connecting with clients, not selling products.
Participate in structured training – Complete industry certifications, attend professional development sessions, and become an expert in financial advising.
Grow into an advisor role – Over time, you’ll take the lead in client meetings, build your own book of business, and establish yourself as a trusted financial expert.
Your Career Road Map:
Months 1-6: Learn internal systems, complete required training, shadow team members, sit in on 4 client meetings per week, and pass Series 7, Series 66 and Life & Health.
Months 7-12: Begin CRPC® (Chartered Retirement Planning Counselor) designation and increase client exposure.
Months 12-18: Start APMA® (Accredited Portfolio Management Advisor) designation, participate in 6 meetings per week, develop a marketing plan, and start working with clients under mentor guidance.
Months 18-24: Start presenting in meetings, develop a structured client engagement calendar, and take on more advisory responsibilities.
Months 24 : Work towards 10 client interactions per week, gradually transition into an independent advisor role, and build your own client base.
Who We’re Looking For:
Career-changer mindset – You’re looking for a long-term career, not just another job.
Motivated self-starter – You take initiative and are eager to learn.
Strong relationship builder – You enjoy helping people and want to make a difference.
Ethical and honest – Integrity is at the core of financial advising.
Goal-oriented – You want to grow, achieve, and build a successful business.
Requirements:
4-year college degree (any discipline)
No prior financial experience needed – just a strong drive to learn and succeed.
Compensation: $60,000-$70,000 per year
Benefits: Comprehensive benefits package including PTO and paid holidays
While not required, preference given to individuals with financial services and/or client-facing experience.
This is a career transformation opportunity, not a short-term position. If you’re ready to invest in your future and make an impact, we want to hear from you!
Apply today and take the first step toward a fulfilling career as a Financial Advisor.
Salary : $60,000 - $70,000
