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Insurance Advisor Trainee Insuramatch Jobs in New York

Ameriprise Financial

Financial Advisor Trainee

Greenwich, CT · On-site

$47K - $58K/yr

... Advisor Trainee to grow with us. We're offering more than just a job - this is a career track ... Series 7 & 66 Exams and state Insurance license will be required within first 6 months of hire.

Td

Financial Advisor Trainee - Fanwood, NJ

Fanwood, NJ · On-site

$27.75 - $41.50/hr

TD Wealth The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role ... Meets the insurance agency requirements, policies and procedures to effectuate annuity and ...

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Infographic showing various Insurance Advisor Trainee Insuramatch job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution.

Financial Advisor Trainee

Greenwich, CT

Ameriprise Financial
Funds, Trusts and Financial Programs • 5 - 10K employees

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

105th of 152 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Ameriprise Financialexternal

$47K - $58K/yr

Full-time

Posted 26 days ago

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.

Job Description

The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high-net-worth individuals and families. We are actively expanding through strategic practice acquisition and are looking for an entry-level, ambitious, and relationship-focused Financial Advisor Trainee to grow with us.
We're offering more than just a job - this is a career track opportunity for a growth-minded advisor who is ready to take on real responsibility and build lasting relationships. As a member of our team, you'll assist the firm's founding partners in managing relationships with top-tier clients in a "second-chair" advisory role - gaining exposure, mentorship, and credibility. Additionally, after an appropriate amount of time you will be given a set of client relationships to manage and deepen. As your knowledge and experience grow, you'll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly.
There are no business development requirements in this role. (i.e. You will not be expected to bring in new clients.)

Key Responsibilities

  • Manage and deepen relationships within an assigned client bookof business.

  • Collaborate with the lead advisor in a support capacity to serve complex client relationships during financial planning and review meetings.

  • Onboard and build new client relationships that come in via practice acquisitions.

  • Prepare for client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning.

  • Maintain accurate and timely client records in CRM system.

  • Uphold a white-glove service experience in every client interaction.

What We're Looking For

  • 0-5 years of experience in financial planning or advisory services.

  • Series 7 & 66 Exams and state Insurance license will be required within first 6 months of hire.

  • Strong interpersonal skills with the ability to build rapport and trust with clients.

  • A team-first attitude and a growth mindset - you see opportunity where others see obstacles.

  • Comfortable with both the technical and relational sides of financial advising.

  • Ambition to become a lead advisor and grow your own book of business within our ecosystem.

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

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What Ameriprise employees say

Pay

Benefits

Hours and flexibility

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