Associate Financial Advisor

Ameriprise Bank, FSB; Greenwich (CT); On-site; USD 100,000 - 130,000; Full time

Job summary

Ameriprise Financial is seeking an Associate Financial Advisor to support high-net-worth client relationships in a growth-driven environment. This role emphasizes mentorship and client management, allowing for significant professional development within a collaborative financial planning practice. Ideal candidates will possess strong interpersonal skills, ambition, and a team-focused mindset.

Qualifications

• 2–5 years of experience in financial planning or advisory services.
• Ability to obtain Series 7 & 66 quickly.
• Ambition to grow one's own book of business.

Responsibilities

• Manage and deepen relationships with clients.
• Collaborate with lead advisors to serve complex client needs.
• Prepare and deliver meetings across various financial sectors.

Skills

Strong interpersonal skills

Team-first attitude

Growth mindset

Education

Series 7 & 66

CFP (preferred, not required)

Job description

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The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high-net-worth individuals and families. We are actively expanding through strategic practice acquisition and are looking for an ambitious, relationship-focused Associate Financial Advisor to grow with us.

We’re offering more than just a job — this is a career track opportunity for a growth-minded advisor who is ready to take on real responsibility and build lasting relationships. As our Associate Financial Advisor, you’ll assist the firm’s founding partners in managing relationships with top-tier clients in a “second-chair” advisory role — gaining exposure, mentorship, and credibility. Additionally, after an appropriate amount of time you will be given a set of client relationships to manage and deepen.

In addition, you’ll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly.

Key Responsibilities

• Manage and deepen relationships within an assigned client book of business, delivering holistic financial advice in line with Ameriprise’s standards.
• Collaborate with the lead advisor in a second-chair capacity to serve complex client relationships and support ongoing financial planning, review meetings, and implementation.
• Onboard and build new client relationships that come through the firm’s inorganic growth strategy (practice acquisitions).
• Prepare and deliver client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning.
• Proactively identify planning opportunities and coordinate implementation.
• Maintain accurate and timely client records in CRM and planning systems.
• Uphold a white-glove service experience in every client interaction.
  
  

What We’re Looking For

• 2–5 years of experience in financial planning or advisory services.
• Series 7 & 66 (or ability to obtain promptly); CFP preferred but not required.
• Strong interpersonal skills with the ability to build rapport and trust with clients.
• A team-first attitude and a growth mindset — you see opportunity where others see obstacles.
• Comfortable with both the technical and relational sides of financial advising.
• Ambition to become a lead advisor and grow your own book of business within our ecosystem.
  
  

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.

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

Full-Time/Part-Time

Full time

Requisition Number

R25_0000000403

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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