Associate Financial Advisor: Client-Centric Growth Path

Jambalaya Group; Worthington (OH); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off

Health insurance

401(k)

Job summary

Highview Advisor Group in Worthington, Ohio, a Private Wealth Practice of Ameriprise Financial, is seeking a licensed Associate Financial Advisor. This role supports the lead advisor and client service team, focusing on servicing existing clients and learning the practice's approach to financial planning.

As you develop, you'll take on greater responsibility, participate in meetings, prepare plans, and help grow the practice while adhering to compliance and using modern tools.

Qualifications

• Series 7 and Series 66 licenses.
• Active Ohio life and health insurance licenses.
• Bachelor's degree preferred.
• APMA designation preferred or willingness to obtain after hire.
• Experience in banking, investments, insurance, or wealth management.
• Strong interpersonal and client communication skills.
• Ability to explain financial information clearly.
• Proactive, team-oriented, organized with attention to detail.

Responsibilities

• Build trusted relationships with existing clients and provide personalized service.
• Respond to client questions by phone, email, and in person.
• Assist clients with rollovers, distributions, account-related questions, insurance needs, and other financial matters.
• Participate in client meetings and coordinate follow-up activities.
• Help prepare financial plans, meeting materials, and financial recommendations.
• Work with team to facilitate account openings, applications, distributions, trades, and service requests.
• Gradually assume responsibility for portions of client meetings and appropriate client relationships.
• Help strengthen and expand the practice's financial planning process.
• Use technology and digital tools to improve efficiency and the client experience.
• Maintain accurate client records and follow applicable industry and compliance requirements.
• Complete the APMA designation within an agreed-upon period after joining the practice.

Skills

Interpersonal skills

Client communication

Organizational skills

Proactive teamwork

Adapt communication to client needs

Attention to detail

Education

Bachelor's degree preferred

APMA designation preferred or willingness to obtain

Tools

Microsoft Office

Excel

Job description

Highview Advisor Group in Worthington, Ohio, a Private Wealth Practice of Ameriprise Financial, is seeking a licensed Associate Financial Advisor. This role supports the lead advisor and client service team, focusing on servicing existing clients and learning the practice's approach to financial planning.

As you develop, you'll take on greater responsibility, participate in meetings, prepare plans, and help grow the practice while adhering to compliance and using modern tools.