This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's why they are committed to investing in acquisitions, new products, tools, and capabilities to help advisors serve their clients and run a thriving business. They give advisors the freedom, guidance, and end-to-end support to run their practice their way - help the advisor to grow, while developing deeper relationships with clients. Qualifications & Experience • 5+ years of experience in investment advisory or wealth management • Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM) • Active Investment Adviser Representative credentials (Series 65, or Series 7 + 66, or equivalent) • Strong client-facing presence with the ability to manage complex financial relationships independently • Entrepreneurial mindset with enthusiasm for Ameriprise and technology-enabled advisory models • Ability to thrive in a fast-paced, high-growth environment with evolving priorities Responsibilities • Serve as a trusted advisor to high-net-worth individuals and families, managing complex portfolios and long-term client relationships • Grow assets under management by onboarding a transferable book of business, expanding existing business, and cultivating new client opportunities • Deliver holistic financial planning • Support training initiatives and help scale best practices across the advisory organization Compensation & Benefits • Highly competitive compensation structure • Performance-based payout rates range from 72% to 91% of gross dealer concession (GDC). • Initial fixed payouts for a guaranteed term are based on multiple factors. Office space branch of your choiceIndependent Financial Advisor A true ownership path for advisors who want autonomy, flexibility, and long‑term enterprise value. Role Overview This model is for entrepreneurial advisors who want full control of their practice while leveraging a nationally recognized wealth management platform. Advisors operate as independent business owners with complete authority over branding, staffing, expenses, and client experience. Key Responsibilities · Lead and grow an independent advisory practice with full decision‑making authority. · Deliver goals‑based financial planning and sophisticated wealth strategies to HNW households. · Build your client base through referrals, COIs, digital marketing, and local market presence. · Manage your own P&L, staffing, and long‑term business strategy. · Create equity value through ownership of your practice. Compensation Earnings vary based on production. Typical advisor earnings range from $150,000 - $600,000+, with top producers exceeding $1M. Payouts generally fall between the low 70s and low 90s, depending on production tier. Support & Resources Provided · Competitive payouts typically ranging from the low 70s to low 90s, depending on production. · Multiple bonus and transition programs designed to support onboarding and early growth. · A modern technology stack built for efficient planning and client management. · National marketing resources and client acquisition tools. · Access to advisor communities, mentorship, and leadership development. Ideal Candidate · 5+ years of advisory experience with a transferable book. · Entrepreneurial mindset with a desire for autonomy and ownership. · Strong planning orientation and proven ability to manage HNW relationships. · Clean compliance record and commitment to fiduciary‑minded advice. JOB ID: 177098 #post Trish Boyd