Financial Advisor - Lead, Grow, and Thrive
Are you a seasoned financial professional looking for the next level of impact and success? At Ameriprise, we offer an unparalleled opportunity for experienced advisors to grow their practice within a firm that values entrepreneurial spirit, integrity, and long-term client relationships.
As a Financial Adviso r, you'll leverage your expertise and existing book of business to deliver tailored financial solutions, deepen client relationships, and drive your own success-while benefiting from the support, resources, and stability of a leading global financial firm.
We offer a competitive base salary, uncapped earnings potential, and full benefits. You'll have access to industry-leading technology, robust investment solutions, and a collaborative culture that empowers you to scale your practice.
What You'll Do
• Expand and manage your client portfolio while delivering comprehensive financial planning and investment advice.
• Leverage firm resources to enhance client experience, optimize investment strategies, and grow assets under management.
• Network and acquire high-net-worth clients through strategic marketing, events, and referrals.
• Lead with integrity -ensuring compliance with regulatory requirements and best practices.
• Achieve top-tier results and unlock additional earning opportunities, professional recognition, and leadership pathways.
What You Bring
5+ years of experience as a financial advisor with a proven track record of client acquisition and retention
An established book of business and strong professional network
A client-first mindset and expertise in investment planning, wealth management, and risk mitigation
Active Series 7, 63/65 (or 66), and state life/health insurance licenses
Ability to drive revenue growth while maintaining high ethical standards
Why Raegen, Parker and Associates
• Named to the 2025 Forbes Best-in-State Wealth Management Teams
• Culture built on collaboration, trust, and continuous improvement
• Access to personalized support, robust training, and seasoned mentors
• Strong succession planning and teaming opportunities for long-term growth
• Located in San Jose and Monterey, CA - with a client base that reflects the diversity and success of our region
Interested in connecting?
Let's schedule a brief conversation to learn more about you, your goals, and how we might grow together.
Ameriprise Financial is an equal opportunity employer.