Associate Financial Advisor

Ameriprise Financial Services, LLC; Reading (Berks County); On-site; USD 65,000 - 80,000; Full time

Job summary

Ameriprise Financial Services, LLC is seeking a motivated Associate Financial Advisor to join an established advisory practice. This role supports and serves current clients while paving the way to build a personal book of business over time.

You will collaborate with lead advisors and office team to deliver an exceptional client experience, prepare and implement financial planning recommendations, and develop relationships with existing and prospective clients; entrepreneurial, detail-oriented,

Responsibilities

• Support and service current clients while building a personal book of business over time.
• Work closely with lead advisors and other office members to deliver an exceptional client experience, prepare and implement financial planning recommendations, and develop relationships with existing and prospective clients.

Job description

We are seeking a motivated, client-focused Associate Financial Advisor to join a well-established financial advisory practice. This is an opportunity for an emerging advisor to step into an existing, respected business with an immediate role in supporting and servicing current clients—while building and growing a personal book of business over time.

The Associate Financial Advisor will work closely with lead advisors and other members of the office to deliver an exceptional client experience, prepare and implement financial planning recommendations, and develop relationships with both existing and prospective clients. The successful candidate will be entrepreneurial, detail-oriented, collaborative, and committed to building a long-term career in financial services.