Financial Advisor
ForFutures Financial Planning
Job Description
Job Description
The Opportunity
We are seeking a Licensed and/or CERTIFIED FINANCIAL PLANNER® (CFP®) professional to join our growing team. This role is ideal for a planner who values deep client relationships, collaborative teamwork, holistic financial planning and looking for a competitive salary with incentivized compensation.
You will work closely with our clients to develop and implement comprehensive financial planning while partnering with advisors and support staff to deliver a high-quality client experience and further deepening relationships. Additionally, there may be potential to grow your own client base.
Key Responsibilities
- Develop and deliver comprehensive financial planning approach across retirement, investments, tax planning strategies, estate, insurance, and cash-flow planning
- Conduct client meetings and provide ongoing planning guidance and recommendations
- Analyze financial data and create clear, actionable planning strategies
- Collaborate with advisors, investment teams, and operations staff
- Monitor client progress and adjust plans as goals or circumstances change
- Stay current on financial planning strategies, regulations, and best practices
Qualifications
- CFP® certification preferred
- Bachelor’s degree in finance, economics, business, or related field preferred
- 5+ years of financial planning or advisory experience (flexible based on fit)
- Strong knowledge of retirement, investment, tax, and estate planning
- Excellent communication and interpersonal skills
- High ethical standards and a client-first mindset
- Experience with financial planning software (e.g., eMoney, MoneyGuidePro) a plus
What We Offer
- Competitive salary and incentive compensation
- Health and 401K Match
- Paid time off and holidays
- Continuing education and professional development support
- Collaborative team culture with long-term growth opportunities
Why Join Us?
- Focus on holistic financial planning over product sales
- Build meaningful, long-term client relationships
- Join a supportive, growth-oriented team
- Make a lasting impact on clients’ financial lives
Ameriprise Financial Services, LLC, is an Equal Opportunity Employer.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2026 Ameriprise Financial, Inc. All rights reserved.
8943495ACMR0626
Vacancy posted 23 days ago
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