Associate Financial Advisor - Remote

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

Benefits offered by this job

PTO and paid holidays

Remote work

Comprehensive benefits package

Job summary

GuideWorth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Associate Financial Advisor to join a growing team. You will manage client relationships, prepare for meetings, and contribute to financial plans and investment recommendations.

The role offers a remote or hybrid work arrangement in the United States, with a base salary starting at $70,000 plus performance bonuses and a comprehensive benefits package.

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.

Responsibilities

• Client Relationship Management: Build and nurture client relationships by providing exceptional service and addressing their financial needs.
• Meeting Preparation and Follow-Up: Assist in preparing for client meetings and conduct diligent follow-up.
• Financial Planning and Investment Recommendations: Develop financial plans and provide investment recommendations.
• Trades and Transactions: Execute trades and stay informed about market trends.
• Deepening Client Relationships: Proactively engage to deepen relationships and introduce additional services.
• Prospecting and Marketing: Build a book of business through referrals and market activity.

Skills

Client relationships

Interpersonal communication

Time management

Detail orientation

Education

Series 7 license

Series 66 license

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? 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 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.

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.

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

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!