Senior Financial Analyst

Ameriprise Financial Services, LLC

. Perform financial modeling and Cost Benefit Analyses (CBAs) to support advisor recruiting opportunities .

Posted 10/5/2026full-timeMinneapolis • Minnesota • United StatesSenior💰 $71,300 - $98,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial modeling, cost benefit analysis, and decision support for recruiting strategies. Proven ability to analyze financial data and collaborate with leadership to drive advisor recruiting initiatives.

Highest-signal resume keywords

Financial ModelingCost Benefit AnalysisData AnalysisCommunication SkillsInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingCost Benefit AnalysisData AnalysisSpreadsheet ProficiencyAnalytical Tools

Soft Skills

Attention to DetailTime ManagementCollaborationPresentation Skills

Industry Keywords

Advisor RecruitingPayout StructuresProfitability AnalysisCash Flow AnalysisBusiness Growth Initiatives

About the role

Key responsibilities & impact

Perform financial modeling and Cost Benefit Analyses (CBAs) to support advisor recruiting opportunities
Analyze advisor recruiting deals, payout structures, offer economics, profitability, and cash flow
Partner with recruiting leaders and field management to evaluate advisor packages, acquisitions, and growth opportunities
Conduct advisor ramp-up and performance analyses using historical and projected business data
Provide financial recommendations and decision support for recruiting offers to senior leadership
Support special projects related to advisor recruiting strategy, compensation programs, and business growth initiatives
Partner with the Recruiting team, Field Leadership, and senior leaders to support strategic recruiting decisions

Requirements

What you’ll need

Bachelor’s degree (or equivalent) in Finance, Accounting, Economics, or a quantitative field
3–5 years of experience in a financial, analytical, or related role
Strong command of financial modeling and analysis using spreadsheets and analytical tools
Attention to detail with a focus on accuracy and quality
Proven ability to manage multiple priorities in a deadline-driven environment
Demonstrated ability to produce clear, decision-supporting analyses and recommendations
Strong written and verbal communication skills, including experience presenting to management
Strong interpersonal skills to collaborate with Business partners and build strong relationships
Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States

Benefits

Comp & perks

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