Remote Private Wealth Advisor — Lead Client Relationships

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

Benefits offered by this job

Remote work

PTO

Paid holidays

Bonus opportunities

Job summary

GuideWroth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Associate Financial Advisor to grow client relationships and support comprehensive financial planning. The role offers remote or hybrid work, with in-office collaboration and a focus on servicing high-net-worth clients.

You'll manage account activity, prepare meetings, and collaborate with the advisory team to translate goals into investment recommendations.

Qualifications

• Book of business required and demonstrated client servicing ability.
• Five+ years as a financial advisor with licensing as listed.
• CFP designation is a bonus and preferred.

Responsibilities

• Client Relationship Management: Build and nurture client relationships.
• Meeting Preparation and Follow-Up: Prepare for client meetings and follow up.
• Financial Planning and Investment Recommendations: Develop plans and make recommendations.
• Trades and Transactions: Execute trades accurately and timely.
• Deepening Client Relationships: Proactively grow the book of business.
• Prospecting and Marketing: Leverage referrals and market to build clients.

Skills

Interpersonal skills

Communication

Time management

Detail oriented

Education

Series 7

Series 66

Life & Health license

CFP designation

Job description

GuideWroth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Associate Financial Advisor to grow client relationships and support comprehensive financial planning. The role offers remote or hybrid work, with in-office collaboration and a focus on servicing high-net-worth clients.

You'll manage account activity, prepare meetings, and collaborate with the advisory team to translate goals into investment recommendations.