Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
5,001 – 10,000 Employees
ConsultingFinanceInsurance
Ameriprise Financial Services, LLC is a financial services company focused on personalized financial planning, investment guidance, and insurance solutions. Its advisors work directly with clients to understand their goals and develop tailored strategies, supported by research from the company’s Investment Research Group and ongoing analysis of markets and the economy. Ameriprise also provides digital access to client accounts and financial documents, with an emphasis on online security and privacy.

Senior Financial Analyst - Minneapolis Hybrid

Support Ameriprise advisor recruiting with financial modeling, deal evaluation, and strategic recommendations. Work with recruiting and field leaders to assess growth opportunities and offer economics.

Description

  • Build financial models and cost-benefit analyses for advisor recruiting opportunities
  • Evaluate recruiting deals, payout structures, offer economics, profitability, and cash flow
  • Collaborate with recruiting leaders and field management on advisor packages, acquisitions, and growth opportunities
  • Analyze advisor ramp-up and performance using historical and projected business data
  • Deliver financial recommendations and decision support for recruiting offers to senior leadership
  • Contribute to projects involving recruiting strategy, compensation programs, and business growth
  • Work with Recruiting, Field Leadership, and senior leaders on strategic recruiting decisions

Requirements

  • Bachelor’s degree or equivalent in finance, accounting, economics, or another quantitative discipline
  • Three to five years of experience in finance, analytics, or a related field
  • Advanced proficiency in spreadsheet-based financial modeling and analytical tools
  • Exceptional attention to detail and commitment to accurate, high-quality work
  • Ability to manage competing priorities in a deadline-focused environment
  • Track record of developing clear analyses and recommendations that support business decisions
  • Strong written and verbal communication skills, including management presentations
  • Effective collaborator who can build productive relationships with business partners
  • Must have U.S. work authorization without current or future need for employment visa sponsorship

Benefits

  • Eligibility for bonuses, commissions, and/or long-term incentives based on the role
  • Vacation time
  • Sick time
  • 401(k) plan
  • Health insurance
  • Dental insurance
  • Life insurance
  • Inclusive and accessible recruitment process
  • Reasonable accommodations for individuals with disabilities

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