Top 8 ameriprise Jobs in illinois

Associate Financial Advisor/ Advisor Trainee
Ameriprise Financial —Manteno, IL
- $60,000 - $140,000 a year
- Full-time
- Background check
- Research
- Office
- Paid training
- Health insurance
Quick Apply
4d
Financial Advisor
Ameriprise Financial - Creative Wealth Group Franchise —Chicago, IL
- $60,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- Paid training
- Health insurance
Quick Apply
Financial Planning Assistant
Ameriprise Financial - Illinois —Orland Park, IL
- $60,000 - $80,000 a year
- Full-time
- Data analysis skills
- Research
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor
Ameriprise Financial —Downers Grove, IL
- $45,500 - $60,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
Paraplanner
Ameriprise Financial —Lincolnshire, IL
- $55,000 - $60,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree

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Client Services Manager/Administrative Assistant
Ameriprise Financial —Dublin, OH
Build strong client relationships through ongoing communication (calls, emails, and personal touches like birthday/holiday outreach).
From $50,000 a year
3d

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ameriprise jobs near illinois

Associate Financial Advisor/ Advisor Trainee

Ameriprise Financial -
Manteno, IL

Quick Apply

Job Details

Permanent | Full-time | Contract
$60,000 - $140,000 a year
4 days ago

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Financial planning services
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Financial sales
Research
High school diploma or GED
Series 7
Bachelor's degree

Full Job Description

Position Summary
We are seeking a motivated and detail-oriented Associate Financial Advisor or Advisor Trainee to join our team. This role is designed to support senior advisors in delivering comprehensive financial planning services while developing the skills necessary to manage client relationships independently. The ideal candidate is client-focused, eager to learn, and committed to building a career in financial advising. Candidates who are not yet licensed will have the opportunity to pursue required licensing and professional development with firm support.

Key Responsibilities

Assist senior advisors with the development and implementation of comprehensive financial plans
Analyze client financial data, including investments, retirement plans, insurance coverage, and cash flow
Prepare client presentations, reports, and recommendations
Participate in client meetings and follow up on action items
Support onboarding of new clients, including account paperwork and compliance requirements
Maintain accurate and organized client records in accordance with regulatory standards
Conduct research on financial products, market trends, and planning strategies
Ensure all activities align with fiduciary standards and firm policies

Qualifications

Education / Experience

High school diploma or equivalent required
Bachelor’s degree in Finance, Financial Planning, Economics, or a related field is preferred, but not required
Prior experience in financial services, banking, insurance, sales, or a related field is a plus

Licensing

Current FINRA licenses (e.g., Series 7 and Series 66) are preferred but not required
Willingness to obtain required licenses within a specified timeframe with firm support

Skills & Knowledge

Strong understanding of financial planning concepts (retirement, insurance, investments, tax considerations) or strong willingness to learn
Proficiency with Microsoft Office and ability to learn financial planning tools
Excellent analytical, organizational, and communication skills

Preferred Qualifications

CFP® designation or progress toward certification
Experience working with client-facing financial planning software
Prior experience supporting a financial advisor or advisory team

Core Competencies

Strong attention to detail and accuracy
Professional and client-focused communication skills
Ability to manage multiple priorities in a fast-paced environment
High ethical standards and commitment to client confidentiality

Career Path

This role offers a structured development path from Advisor Trainee to Associate Financial Advisor, with long-term growth into a Lead Advisor position. The firm provides support for licensing, training, and professional development to help candidates build a successful advisory career.

Pay: $60,000.00 - $140,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Financial planning services
Flexible schedule
Health insurance
Life insurance
Paid time off
Paid training
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

ameriprise jobs in illinois

Associate Financial Advisor/ Advisor Trainee

Financial Advisor

Financial Planning Assistant

Financial Advisor

Paraplanner

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