Associate Financial Advisor

Jambalaya Group; United States; Hybrid; USD 63,000 - 77,000; Full time

Benefits offered by this job

Remote work

PTO

Paid holidays

Bonus opportunities

Job summary

GuideWroth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Associate Financial Advisor to grow client relationships and support comprehensive financial planning. The role offers remote or hybrid work, with in-office collaboration and a focus on servicing high-net-worth clients.

You'll manage account activity, prepare meetings, and collaborate with the advisory team to translate goals into investment recommendations.

Qualifications

• Book of business required and demonstrated client servicing ability.
• Five+ years as a financial advisor with licensing as listed.
• CFP designation is a bonus and preferred.

Responsibilities

• Client Relationship Management: Build and nurture client relationships.
• Meeting Preparation and Follow-Up: Prepare for client meetings and follow up.
• Financial Planning and Investment Recommendations: Develop plans and make recommendations.
• Trades and Transactions: Execute trades accurately and timely.
• Deepening Client Relationships: Proactively grow the book of business.
• Prospecting and Marketing: Leverage referrals and market to build clients.

Skills

Interpersonal skills

Communication

Time management

Detail oriented

Education

Series 7

Series 66

Life & Health license

CFP designation

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? GuideWroth 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 in a 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.

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.

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.