Associate Financial Advisor

Ameriprise Financial Services, LLC; Naples (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Nardella Financial Group, a private wealth advisory practice of Ameriprise Financial, seeks an Advisor Financial Associate to join our Naples, FL team. You will support advisors in delivering comprehensive financial planning and investment solutions while building client relationships.

This role is ideal for a newer financial professional pursuing core licenses, with opportunities to advance into advisory responsibilities and lead client development efforts.

Qualifications

• Active FINRA Series 7 and Series 66 (or 63/65 equivalent).
• Active Life, Health, and Variable Insurance Licenses (2-15).
• Bachelor's degree preferred.
• Strong communication and relationship-building skills.
• Professional demeanor and strong attention to detail.
• Desire to build a long-term career in financial advising.

Responsibilities

• Assisting advisors with client meeting preparation and follow-up.
• Participating in financial plan development and investment reviews.
• Building and maintaining client relationships.
• Conducting client and prospect outreach.
• Supporting business development and networking efforts.
• Preparing account paperwork and ensuring timely processing.
• Maintaining detailed client records and compliance standards.
• Learning and growing toward increased advisory responsibilities.

Skills

Communication skills

Relationship-building

Attention to detail

Professional demeanor

Education

Active FINRA Series 7

Active FINRA Series 66

Life, Health and Variable Insurance Licenses (2-15)

Bachelor's degree preferred

Tools

CRM software

Financial planning software

Job description

Launch Your Financial Planning Career with an Established Wealth Management Team

Nardella Financial Group, a private wealth advisory practice of Ameriprise Financial, is seeking a motivated and client-focused Advisor Financial Associate (AFA) to join our growing team in Naples, Florida.

This opportunity is ideal for a newer financial professional who has obtained the required industry licenses and is eager to build a long-term career in wealth management while working alongside experienced advisors. We are looking for someone who values teamwork, professionalism, and delivering exceptional client experiences. This role is perfect for someone who wants to build their own client book, or support an existing one.

What You'll Do

As an Associate Financial Advisor, you will work directly with the Advisor and support staff to help deliver comprehensive financial planning and investment solutions to clients.

Responsibilities include

• Assisting advisors with client meeting preparation and follow-up
• Participating in financial plan development and investment reviews
• Building and maintaining client relationships
• Conducting client and prospect outreach
• Supporting business development and networking efforts
• Preparing account paperwork and ensuring timely processing
• Maintaining detailed client records and compliance standards
• Learning and growing toward increased advisory responsibilities

Qualifications Required

• Active FINRA Series 7 and Series 66 (or 63/65 equivalent)
• Active Life, Health, and Variable Insurance Licenses (2-15)
• Bachelor's degree preferred
• Strong communication and relationship-building skills
• Professional demeanor and strong attention to detail
• Desire to build a long-term career in financial advising

Preferred

• 0-3 years of experience in financial services
• Experience in banking, financial planning, investments, insurance, or client service
• Proficiency with CRM and financial planning software
• Entrepreneurial mindset with a willingness to learn

What We Offer

• Direct mentorship from experienced financial advisors
• Hands-on exposure to financial planning and wealth management
• Established client base and team support
• Professional development and career advancement opportunities
• Competitive compensation package
• Opportunity to grow into a lead advisory role

At Nardella Financial Group, we are committed to helping clients achieve their financial goals while fostering a collaborative and supportive team culture. We believe in investing in our people and providing the tools, training, and mentorship needed for long-term success.