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.
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