Salaried Financial Advisor

ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC; Voorhees Township (NJ); On-site; USD 85,000 - 125,000; Full time

Job summary

ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC, seeks a Salaried Financial Advisor to work on-site in Voorhees, NJ. You will meet clients, assess goals, and develop personalized plans across investments, retirement, and insurance, with ongoing portfolio reviews.

Daily duties include portfolio analysis, preparing recommendations, and follow-up meetings. You’ll coordinate with internal teams, document activities per regulatory standards, and

Qualifications

• Strong client-facing skills with the ability to explain complex financial concepts clearly.
• Solid analytical and planning capabilities for comprehensive financial plans.
• Knowledge of investments, retirement planning, insurance, and risk management.
• Required securities licenses (Series 7 & 66) and life insurance license.
• Familiarity with regulatory standards (FINRA/SIPC) and fiduciary guidance.
• Experience using financial planning software and CRM systems.
• Bachelor’s degree in finance, economics, business, or related field.

Responsibilities

• Meet with clients to assess financial situations, clarify goals, and develop personalized plans.
• Analyze client portfolios and prepare investment and retirement recommendations.
• Conduct follow-up meetings and keep plans aligned with changing needs and markets.
• Collaborate with internal resources and maintain regulatory documentation.
• Proactively reach out to prospective and existing clients to deepen relationships.
• Stay current on financial products, market trends, and compliance requirements.

Skills

Client-facing skills

Analytical planning

Investments knowledge

Regulatory compliance

Communication clarity

CRM software

Team collaboration

Education

Bachelor’s degree in finance/economics/business

Tools

Financial planning software

CRM tools

Job description

Company Description ForFutures Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC, focuses on comprehensive financial planning and client education to help individuals and families create and preserve wealth. The firm supports clients at all stages, from those just beginning to build assets to those with complex portfolios, offering access to tools and expertise tailored to their needs. ForFutures emphasizes clear guidance to help clients define and pursue their financial goals, building long-term, respectful relationships across generations. As an established member of the community, the practice takes pride in helping many people work toward the financial futures they envision, backed by the resources and securities offering of Ameriprise Financial Services, LLC.

Role Description The Salaried Financial Advisor is a full-time, on-site role based in Voorhees. The advisor will meet with clients to assess their financial situations, clarify goals, and develop personalized financial plans covering investments, retirement, insurance, and other key areas. Daily responsibilities include analyzing client portfolios, preparing recommendations, conducting follow-up meetings, and ensuring plans remain aligned with changing needs and market conditions. The role also involves collaborating with internal resources, maintaining accurate documentation in accordance with regulatory standards, and proactively reaching out to prospective and existing clients to deepen relationships. The advisor will be expected to stay current on financial products, market trends, and compliance requirements to provide informed, suitable guidance.

Role Description The Salaried Financial Advisor is a full-time, on-site role based in Voorhees. The advisor will meet with clients to assess their financial situations, clarify goals, and develop personalized financial plans covering investments, retirement, insurance, and other key areas. Daily responsibilities include analyzing client portfolios, preparing recommendations, conducting follow-up meetings, and ensuring plans remain aligned with changing needs and market conditions. The role also involves collaborating with internal resources, maintaining accurate documentation in accordance with regulatory standards, and proactively reaching out to prospective and existing clients to deepen relationships. The advisor will be expected to stay current on financial products, market trends, and compliance requirements to provide informed, suitable guidance.

Qualifications

• Strong client-facing skills, including the ability to explain complex financial concepts clearly, listen actively, and build trusted, long-term relationships.
• Solid analytical and planning capabilities, such as assessing financial data, creating comprehensive financial plans, and monitoring progress toward client goals.
• Knowledge of investments, retirement planning, insurance solutions, and risk management, with the ability to integrate these into cohesive strategies.
• Required: Securities Licensed (Series 7 & 66) and Life Insurance Licensed
• Familiarity with regulatory and compliance standards (e.g., FINRA and SIPC requirements) and a commitment to ethical, fiduciary-oriented advice.
• Proficiency with financial planning software, CRM tools, and standard office applications to document, track, and manage client information.
• Bachelor’s degree in finance, economics, business, or a related field; relevant licenses (such as Series 7 and 66 or equivalent) or ability to obtain them within a defined timeframe.
• Prior experience in financial advising, wealth management, or a related financial services role is preferred, especially in a planning-focused environment.
• Demonstrated ability to work independently and as part of a team, manage multiple client engagements, and maintain high professional standards.