Wealth Planner & Client-Focused 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

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