Financial Advisor

Jambalaya Group; South Burlington (VT); Hybrid; USD 75,000 - 100,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) match

Professional development opportunities

Job summary

GuideWorth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an experienced Financial Advisor to join a high-support team and serve existing clients while building a personal book.

With a plan for hybrid in the future, the role offers base compensation, annual bonuses, and a comprehensive benefits package, including PTO, a 401(k) match, and professional development.

Qualifications

• Minimum of five years' experience as a financial advisor.
• Strong interpersonal and communication skills.
• CFP designation strongly preferred.

Responsibilities

• Build and nurture client relationships with tailored financial goals.
• Prepare for meetings with accurate documentation and follow-up.
• Develop financial plans and provide research-backed investment guidance.
• Execute trades and monitor market trends.
• Deepen relationships and expand services with clients.
• Support business development and grow the client book.

Skills

Client relationships

Financial planning

Investment guidance

Trades & transactions

Business development

Education

CFP designation

Tools

Series 7

Series 66

Life & Health licenses

Job description

We're Hiring: Financial Advisor

GuideWorth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial

Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving wealth advisory practice? GuideWorth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team.

We're Hiring: Financial Advisor

GuideWorth Advisors - A Private Wealth Advisory Practice of Ameriprise Financial

Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving wealth advisory practice? GuideWorth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join our high-support team.

Our practice currently manages over $500 million in assets and is actively acquiring new clients. With a strong structure in place, we support our advisors in serving existing clients while also helping them build and grow their own book of business. This role has the potential to transition into a hybrid schedule in the future, offering both in-office and remote flexibility. This Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish.

Responsibilities

• Client Relationship Management: Build and nurture relationships with clients, providing exceptional service and advice tailored to their financial goals
• Meeting Preparation and Follow-Up: Ensure client meetings are well-prepared with accurate documentation; conduct diligent follow-up afterward
• Financial Planning & Investment Guidance: Develop comprehensive financial plans and provide well-researched investment recommendations
• Trades and Transactions: Execute trades and transactions accurately while staying informed on market trends
• Deepening Relationships: Proactively engage with clients to understand evolving needs and introduce additional services
• Business Development: Service existing practice clients while also developing your own book of business. Engage with referrals, prospects, and your natural market

Equal Opportunity Employer

GuideWorth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.

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 a collaborative, forward-thinking wealth advisory practice where you can grow your career, expand your book of business, and make a lasting impact on clients' lives.

Requirements

Qualifications

• Minimum of five years' experience as a financial advisor
• Hold Series 7, Series 66, and Life & Health licenses
• CFP® designation strongly preferred
• Strong interpersonal and communication skills
• Highly organized, detail-oriented, and proactive
• Book of business preferred, but not required

Benefits

Compensation & Benefits

• Initial base compensation range of $75,000 - to $100,000, commensurate with experience
  • Exempt status
• Variable compensation based on performance
• Comprehensive benefits package, including PTO and paid holidays
• 401(k) plan with employer match
• Professional development opportunities and practice-provided resources to help grow your client base