Finance Jobs in Austin, MN

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1mo ago

Associate Financial Advisor

Ameriprise Financial Austin, MN

Austin, MN

1mo ago Closed

$90k - $120k/yr Full time Advisor Associate Financial Advisor Client Relations

This position is no longer accepting applications (closed Aug 2, 2026).

Job Description

An Associate Financial Advisor role at Ameriprise Financial’s Austin, MN franchise offers a hands-on opportunity to support financial planners in delivering tailored financial planning and client service onsite. The position involves gathering client data, developing planning deliverables, presenting recommendations, and executing trades to help clients pursue their goals. The role carries a salary range of USD 90,000 to 120,000 per year and requires a college degree with relevant licensing.

Responsibilities

Prepare for client planning discussions by assembling materials and setting the meeting agenda
Collect and input client data into the Financial Planning Tool Suite
Develop comprehensive planning deliverables
Conduct case analyses and formulate actionable recommendations
Lead or participate in client meetings to present recommendations and provide advice
Track action items and hold clients accountable for agreed next steps
Respond to client inquiries and provide information relevant to account servicing
Generate illustrations and hypothetical scenarios
Prepare appropriate product deliverables
Execute trades aligned with the proposed portfolio
Complete post-meeting follow-ups and ongoing client correspondence

Requirements

Bachelor's degree or higher
Minimum of two years in a related role
Series 7 license
Series 66 license
State life, accident and health insurance license

Technologies

Financial Planning Tool Suite

Employment Type

Full-time

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