Associate Financial Advisor — Client Growth Path

ameriprise; Florham Park (NJ); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Flex savings

Dental insurance

Vision insurance

401(k) with employer match

Professional development support

Job summary

Ameriprise Financial is seeking an Associate Financial Advisor to join Springbrook Wealth Advisors in New Jersey. You will support lead advisors in delivering comprehensive financial planning and investment management while building client relationships and developing plans toward full advisory responsibilities.

The role emphasizes client experience, portfolio analysis, and collaboration with accountants and lawyers.

Qualifications

• Active Series 7, 65 or Series 66, New Jersey Life and Health license (required at time of hire).
• Bachelor's degree in Finance or a related field.
• 1+ years of experience in financial planning, asset management, or a related role.
• Proficiency with MoneyGuidePro and Salesforce.
• Strong analytical, written, and verbal communication skills.
• High integrity and commitment to fiduciary standards.

Responsibilities

• Serve as primary point of contact for clients, handling inquiries and service requests.
• Prepare for and lead client review meetings with materials and follow-up.
• Identify opportunities to deepen relationships and address new planning needs.
• Onboard new clients: account opening, data gathering, and risk profiling.
• Model financial scenarios and present findings to clients and lead advisors.
• Monitor client portfolios and flag issues needing attention.

Education

Bachelor's degree in Finance or related field

Tools

MoneyGuidePro

Salesforce

Job description

Ameriprise Financial is seeking an Associate Financial Advisor to join Springbrook Wealth Advisors in New Jersey. You will support lead advisors in delivering comprehensive financial planning and investment management while building client relationships and developing plans toward full advisory responsibilities.

The role emphasizes client experience, portfolio analysis, and collaboration with accountants and lawyers.