Associate Financial Advisor

Ameriprise Financial

Lakeville, Minnesota

JOB DETAILS
SALARY
$100,000–$140,000 Per Year
SKILLS
Analysis Skills, Certified Financial Planner (CFP), Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer/Client Research, Data Analysis, Detail Oriented, Diversity, Financial Planning, Financial Planning and Analysis (FP&A), Financial Services, Follow Through, Investment Strategy, Leadership, Organizational Skills, Sales Management, Securities, Series 7, Team Player
LOCATION
Lakeville, Minnesota
POSTED
30+ days ago

Associate Financial Advisor (AFA)

Location: Lakeville, MN | Full-Time

Fireside Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) to join a collaborative and growth-focused team. This role is designed for a licensed professional who is eager to build long-term client relationships, develop planning expertise, and pursue the CFP® designation (if not already obtained).

This is an ideal opportunity for someone who has foundational experience but is still early enough in their career to grow within a practice—progressing into client ownership, increased responsibility, and potential long-term equity participation.

About the Practice

The team emphasizes education, planning, and long-term relationship building.

The culture is:

  • Collaborative and team-oriented
  • Analytical yet relationship-driven
  • Focused on long-term growth—for both clients and advisors

The team is seeking someone who is patient, motivated by long-term opportunity, and aligned with a gradual path toward leadership and potential equity.

Key Responsibilities

Client Relationship Development

  • Support advisors in managing and developing client relationships
  • Build trust with clients through consistent communication and education
  • Grow into increased client ownership over time

Financial Planning & Analysis

  • Assist in developing financial plans and investment strategies
  • Analyze client data and provide thoughtful, personalized recommendations
  • Support planning conversations with a strong analytical foundation

Meeting Preparation & Execution

  • Prepare materials and ensure follow-through on action items
  • Participate in client meetings and gradually take on a more active role

Team Collaboration

  • Work closely with advisors and team members to deliver a high-quality client experience
  • Contribute to a positive, supportive team culture

Ideal Candidate Profile

Required Qualifications

  • Bachelor’s degree
  • 2–5+ years of experience in financial services or a related, client-facing role
  • Active securities licenses (Series 7 & 66 preferred or willingness to obtain quickly)

Preferred Qualifications

  • Interest in pursuing or currently working toward CFP® certification
  • Experience working with financial planning tools and client relationship systems

Professional Strengths

  • Strong interpersonal and relationship-building skills
  • Analytical mindset with attention to detail
  • Organized, proactive, and coachable

Compensation & Benefits

Base Salary: $100,000 – $140,000 (commensurate with experience) - exempt

Incentive Compensation:

  • Performance-based income growth tied to client development and contribution
  • Long-term opportunity for equity participation

Benefits Include:

  • Health benefits
  • 401(k) with 4% employer contribution
  • Paid time off and holidays

Work Environment: Hybrid schedule (in-office presence expected; flexibility available)

Equal Opportunity Employer

Fireside Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.

 

 

About the Company

A

Ameriprise Financial

About Ameriprise Financial

Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.

From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.

Our Investment in You

We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.

Your Career at Ameriprise

When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.

Search Open Positions and Apply

Learn More About Joining Ameriprise

Thrive in a Respectful, Supportive Environment

We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.

Learn More About Diversity and Inclusion at Ameriprise

Build a Career that Matters to You

At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.

Being an Ameriprise Advisor

Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.

Learn More About Ameriprise Advisor Support

Opportunities for Students

Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.

Search Open Opportunities

 

COMPANY SIZE
10,000 employees or more
INDUSTRY
Financial Services
FOUNDED
1894
WEBSITE
https://www.ameriprise.com/careers