Private Wealth Associate Advisor - Remote/Hybrid

Jambalaya Group; United States; Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Remote work

PTO

Paid holidays

Job summary

GuideWorth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Associate Financial Advisor to join a growing private wealth team. The role offers remote or hybrid work, with responsibilities spanning client relationships, meeting prep, financial planning, and investment recommendations.

The ideal candidate will have a book of business, 5+ years as a financial advisor, and relevant licenses, plus strong communication and organizational skills.

Qualifications

• Book of business required.
• 5+ years of experience as a financial advisor.
• Series 7, Series 66, and Life & Health licenses required.
• 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 and address financial needs.
• Assist in preparing for client meetings with organized documentation.
• Develop comprehensive financial plans and provide investment recommendations.
• Execute trades and transactions accurately and in a timely manner.
• Proactively deepen client relationships and explore additional services.
• Engage referrals and your market to grow a book of business.

Skills

Client relationship management

Interpersonal communication

Time management

Detail-oriented

Organizational skills

Education

Series 7 license

Series 66 license

Life & Health licenses

CFP designation (bonus)

Tools

Job description

GuideWorth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Associate Financial Advisor to join a growing private wealth team. The role offers remote or hybrid work, with responsibilities spanning client relationships, meeting prep, financial planning, and investment recommendations.

The ideal candidate will have a book of business, 5+ years as a financial advisor, and relevant licenses, plus strong communication and organizational skills.