Remote Associate Financial Advisor - Private Wealth

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

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.