Associate Financial Advisor

ameriprise; Florham Park (NJ); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Flex savings

Dental insurance

Vision insurance

401(k) with employer match

Professional development support

Job summary

Ameriprise Financial is seeking an Associate Financial Advisor to join Springbrook Wealth Advisors in New Jersey. You will support lead advisors in delivering comprehensive financial planning and investment management while building client relationships and developing plans toward full advisory responsibilities.

The role emphasizes client experience, portfolio analysis, and collaboration with accountants and lawyers.

Qualifications

• Active Series 7, 65 or Series 66, New Jersey Life and Health license (required at time of hire).
• Bachelor's degree in Finance or a related field.
• 1+ years of experience in financial planning, asset management, or a related role.
• Proficiency with MoneyGuidePro and Salesforce.
• Strong analytical, written, and verbal communication skills.
• High integrity and commitment to fiduciary standards.

Responsibilities

• Serve as primary point of contact for clients, handling inquiries and service requests.
• Prepare for and lead client review meetings with materials and follow-up.
• Identify opportunities to deepen relationships and address new planning needs.
• Onboard new clients: account opening, data gathering, and risk profiling.
• Model financial scenarios and present findings to clients and lead advisors.
• Monitor client portfolios and flag issues needing attention.

Education

Bachelor's degree in Finance or related field

Tools

MoneyGuidePro

Salesforce

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong company that cares, take the next step to create a brilliant career at Springbrook Wealth Advisors.

ABOUT THE ROLE

We are looking for a motivated and client-focused person to join our advisory team. As a Associate Financial Advisor, you will work closely with lead advisors to deliver comprehensive financial planning and investment management services to a growing client base. You will play an active role in client relationships, portfolio analysis, and financial plan development while building toward a path to full advisory responsibilities.

KEY RESPONSIBILITIES

Client Experience & Advice:

• Serve as primary point of contact for assigned clients, handling inquiries and service requests
• Prepare for and lead client review meetings, including materials and follow-up
• Proactively identify opportunities to deepen relationships and address new planning needs
• Onboard new clients: account opening, data gathering, and risk profiling
• Manage client administrative needs, including estate settlements
• Participate in client events and networking to help grow the practice
• Coordinate with clients' accountants and lawyers for comprehensive advice
• Build financial plans covering retirement, investment, tax, insurance, and estate planning
• Analyze portfolios and recommend investments aligned with client goals and risk tolerance
• Model financial scenarios and present findings to clients and lead advisors
• Monitor client portfolios and flag issues needing attention
• Review insurance needs and recommend coverage for life, disability, and long-term care
• Recommend annuity options as needed

Operations:

• Document all client interactions, transactions, and recommendations per firm policy and regulations
• Maintain accurate client records in CRM and portfolio management systems
• Support compliance reviews, audits, and reporting
• Stay current on regulatory changes affecting advisory services
• Attend and actively participate in team meetings

QUALIFICATIONS:

• Goal driven, growth mindset a must
• Active Series 7, 65 or Series 66, New Jersey Life and Health license (required at time of hire)
• Bachelor's degree in Finance or a related field
• 1 or more years of experience in financial planning, asset management, or a related role
• Proficiency with financial planning software (MoneyGuidePro) and CRM platforms (salesforce)
• Strong analytical, written, and verbal communication skills
• High degree of integrity and commitment to fiduciary standards

COMPENSATION & BENEFITS :

• Competitive base salary commensurate with experience: starting at $60,000
• Performance-based bonus tied to client satisfaction and business development goals
• Flex savings, dental, and vision insurance
• 401(k) with employer match
• Paid support for continuing education, professional development, and licensure renewal
• Base Pay Salary
• The salary range will be starting $60,000/ year
• Full-Time/Part-Time
• Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.