Private Wealth Associate Advisor — Remote

Jambalaya Group; Poland; Hybrid; PLN 261,000 - 300,000; Full time

Benefits offered by this job

PTO

Paid holidays

Remote work

Job summary

GuideWorth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Associate Financial Advisor to grow client relationships and deliver tailored financial planning. You will work within a dynamic team, preparing meetings, making investment recommendations, and executing trades with precision.

Ideal candidates hold Series 7, Series 66, Life & Health licenses, and a CFP designation is a bonus; five+ years of advisory experience and a strong book of business are required.

Qualifications

• Book of business required.
• Five plus years of experience as a financial advisor.
• Holds Series 7, Series 66, and Life & Health licenses.
• CFP designation is a bonus.

Responsibilities

• Client Relationship Management: Build and nurture client relationships and address financial needs.
• Meeting Preparation and Follow-Up: Prepare for client meetings and conduct diligent follow-up.
• Financial Planning and Investment Recommendations: Develop tailored financial plans and recommendations.
• Trades and Transactions: Execute trades accurately and stay informed on market opportunities.
• Deepening Client Relationships: Proactively deepen relationships and offer additional services.
• Prospecting and Marketing: Build a book of business through referrals and networks.

Skills

Client relationship management

Communication

Time management

Education

Series 7

Series 66

Life & Health licenses

CFP designation

Job description

GuideWorth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Associate Financial Advisor to grow client relationships and deliver tailored financial planning. You will work within a dynamic team, preparing meetings, making investment recommendations, and executing trades with precision.

Ideal candidates hold Series 7, Series 66, Life & Health licenses, and a CFP designation is a bonus; five+ years of advisory experience and a strong book of business are required.