Ameriprise·Financial Analyst

Ameriprise Financial Analyst interview experience

Got offer

Easy

Neutral

United StatesPosted Apr 2015 · Candidate report, summarized by Dataford

I had an easy, informal-style discussion that centered on whether I had the “natural” profile for client-facing work and what licenses the role requires.

Informal 1:1 discussion (with manager/branch context) — I talked one-on-one and the conversation quickly turned to the traits needed to succeed as a financial advisor.
Licensing overview — We covered required licenses (including Series 7, Series 66, and life/health options with variable annuities) and discussed how I’d pay up front but could be reimbursed after passing. Outcome: I didn’t receive an offer, and I walked away understanding the licensing requirements and expectations early.

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