Financial Advisor

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

Benefits offered by this job

PTO and paid holidays

401(k) with employer match

Professional development opportunities

Practice-provided resources to grow my

Job summary

GuideWorth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a seasoned Financial Advisor to join our high-support team serving existing clients and growing new bookings.

The successful candidate will build relationships, develop comprehensive financial plans, and provide investment guidance while leveraging a strong support structure. Compensation includes base plus variable pay, PTO, holidays, 401(k) with match, and development resources.

Qualifications

• Minimum five years of experience as a financial advisor.
• Hold Series 7, Series 66, and Life & Health licenses.
• CFP designation strongly preferred.
• Strong interpersonal and communication skills.

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.

Skills

Client relationship management

Communication skills

Organizational skills

Proactive

Financial planning

Education

Series 7 license

Series 66 license

Life & Health license

CFP designation

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 ofAmeriprise 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.

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.

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.

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.

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.