Associate Financial Advisor – Private Wealth (Remote/Hybrid)

Ameriprise Financial Services, LLC; 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 support client relationships and growth in a remote or hybrid environment.

You will assist with financial planning, investment recommendations, and timely trade execution while building a strong book of business and collaborating with the advisory team to meet clients' goals.

Qualifications

• Book of business required.
• 5+ years of experience as a financial advisor.
• Holds 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.

Responsibilities

• Build and nurture client relationships by providing exceptional service and addressing financial needs.
• Assist in preparing for client meetings and conduct diligent follow-up.
• Collaborate on comprehensive financial plans and well-researched investment recommendations.
• Execute trades accurately and stay informed about market opportunities.
• Proactively deepen relationships and introduce additional services as appropriate.
• Grow the book of business through referrals and marketing efforts.

Skills

Client Relationship Management

Meeting Preparation

Financial Planning

Investment Recommendations

Trades and Transactions

Prospecting and Marketing

Tools

Series 7

Series 66

Life & Health licenses

Job description

GuideWroth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Associate Financial Advisor to support client relationships and growth in a remote or hybrid environment.

You will assist with financial planning, investment recommendations, and timely trade execution while building a strong book of business and collaborating with the advisory team to meet clients' goals.