Associate Financial Advisor

Jambalaya Group; United States; Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Remote work

PTO

Paid holidays

Job summary

GuideWorth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Associate Financial Advisor to join a growing private wealth team. The role offers remote or hybrid work, with responsibilities spanning client relationships, meeting prep, financial planning, and investment recommendations.

The ideal candidate will have a book of business, 5+ years as a financial advisor, and relevant licenses, plus strong communication and organizational skills.

Qualifications

• Book of business required.
• 5+ years of experience as a financial advisor.
• Series 7, Series 66, and Life & Health licenses required.
• CFP designation is a bonus.
• Strong interpersonal and communication skills.
• Detail-oriented with excellent organizational and time-management abilities.

Responsibilities

• Build and nurture client relationships and address financial needs.
• Assist in preparing for client meetings with organized documentation.
• Develop comprehensive financial plans and provide investment recommendations.
• Execute trades and transactions accurately and in a timely manner.
• Proactively deepen client relationships and explore additional services.
• Engage referrals and your market to grow a book of business.

Skills

Client relationship management

Interpersonal communication

Time management

Detail-oriented

Organizational skills

Education

Series 7 license

Series 66 license

Life & Health licenses

CFP designation (bonus)

Tools

Job description

Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? GuideWorth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a dynamic and experienced Associate Financial Advisor to join our team. This role has the opportunity to be a remote or hybrid role, allowing you to work both in office and/or from home.

Responsibilities

• Client Relationship Management: Build and nurture client relationships by providing exceptional service and addressing their financial needs. Collaborate with clients to understand their goals and objectives
• Meeting Preparation and Follow-Up: Assist in preparing for client meetings, ensuring all necessary documentation is organized and ready. Conduct diligent follow-up after meetings to address any outstanding issues or questions
• Financial Planning and Investment Recommendations: Collaborate with the advisory team to develop comprehensive financial plans tailored to clients' unique situations. Provide well-researched investment recommendations aligned with clients' objectives
• Trades and Transactions: Execute trades and transactions accurately and timely manner. Stay informed about market trends and investment opportunities to provide informed guidance to clients
• Deepening Client Relationships: Proactively engage with clients to deepen relationships, understanding their evolving needs and introducing additional services as appropriate
• Prospecting and Marketing: Engage with referrals and your natural market to build a book of business

Join us in creating financial success for our clients while enjoying a rewarding and collaborative work environment. We look forward to welcoming a new member to our private wealth advisory practice team!

A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.

Requirements

Qualifications

• Book of business required.
• Five plus years of experience as a financial advisor
• Hold a Series 7, Series 66, and Life & Health licenses
• CFP designation is a bonus
• Strong interpersonal and communication skills
• Detail-oriented with excellent organizational and time-management abilities

Benefits

Compensation and Benefits

• Base compensation starting at $70,000, commensurate with experience
• Bonus opportunities based on performance
• Comprehensive benefits package including PTO and paid holidays
• Remote work