Associate Financial Advisor

Comprehensive Wealth Partners; Powell (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

Comprehensive Wealth Partners is seeking an Associate Financial Advisor to join their established team. This role involves providing tailored financial advice and managing client relationships to help them reach their financial objectives. Applicants should have a college degree, with a preference for certification in financial planning and relevant experience in finance.

Qualifications

• Minimum 2 years related experience, 3-5 years preferred.
• Must obtain licenses for securities and insurance products.
• Strong preference for CFP and APMA designations.

Responsibilities

• Provide financial advice and assist clients in achieving goals.
• Manage, gather, and analyze financial data to support clients.
• Promote client acquisition while maintaining existing relationships.

Skills

Client Relationship Management

Financial Analysis

Goal-Based Advice

Education

College degree or higher

CFP designation (preferred)

APMA designation (preferred)

Job description

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Comprehensive Wealth Partners provided pay range

This range is provided by Comprehensive Wealth Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $95,000.00/yr

Position Description:

• Join an established team to provide top financial advice as an associate financial advisor with a private wealth advisory practice of Ameriprise Financial Services, LLC.
• Assist clients in achieving their financial goals. Support from the franchise owner will help you hone your skills in servicing existing clients and building new relationships. You will create and deliver a unique client experience through goal-based advice and asset management.
• Support client relationships by managing, gathering, and analyzing financial data, preparing financial plans, and making suitable recommendations to help clients reach their goals.
• Work independently to support and maintain existing client relationships while promoting client acquisition.
• Uphold high standards of business integrity and act in the best interest of clients. Learn about financial solutions to make appropriate recommendations tailored to each client.
• Responsibilities will evolve as you grow within the role and the team.

Education and certifications:

• College degree or higher preferred
• At least 2 years of related experience; 3-5 years preferred. Starting pay depends on experience.
• Obtain or have licenses for securities and insurance products within a reasonable timeframe, including Series 7, Series 66, and state licenses for life, accident and health, and variable annuities.
• CFP designation is preferred or ability to obtain it within a reasonable timeframe.
• APMA designation is preferred but must be obtained within a reasonable timeframe.

Additional details:

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

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