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Associate Financial Advisor

$100k - $140k

Ameriprise Financial Services, Inc.

Associate Financial Advisor (AFA)

Location: Lakeville, MN | Full-Time

Fireside Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) to join a collaborative and growth-focused team. This role is designed for a licensed professional who is eager to build long-term client relationships, develop planning expertise, and pursue the CFP® designation (if not already obtained).

This is an ideal opportunity for someone who has foundational experience but is still early enough in their career to grow within a practice-progressing into client ownership, increased responsibility, and potential long-term equity participation.

About the Practice

The team emphasizes education, planning, and long-term relationship building.

The culture is:
  • Collaborative and team-oriented
  • Analytical yet relationship-driven
  • Focused on long-term growth-for both clients and advisors
The team is seeking someone who is patient, motivated by long-term opportunity, and aligned with a gradual path toward leadership and potential equity.

Key Responsibilities

Client Relationship Development
  • Support advisors in managing and developing client relationships
  • Build trust with clients through consistent communication and education
  • Grow into increased client ownership over time
Financial Planning & Analysis
  • Assist in developing financial plans and investment strategies
  • Analyze client data and provide thoughtful, personalized recommendations
  • Support planning conversations with a strong analytical foundation
Meeting Preparation & Execution
  • Prepare materials and ensure follow-through on action items
  • Participate in client meetings and gradually take on a more active role
Team Collaboration
  • Work closely with advisors and team members to deliver a high-quality client experience
  • Contribute to a positive, supportive team culture
Ideal Candidate Profile

Required Qualifications
  • Bachelor's degree
  • 2-5+ years of experience in financial services or a related, client-facing role
  • Active securities licenses (Series 7 & 66 preferred or willingness to obtain quickly)
Preferred Qualifications
  • Interest in pursuing or currently working toward CFP® certification
  • Experience working with financial planning tools and client relationship systems
Professional Strengths
  • Strong interpersonal and relationship-building skills
  • Analytical mindset with attention to detail
  • Organized, proactive, and coachable
Compensation & Benefits

Base Salary: $100,000 - $140,000 (commensurate with experience) - exempt

Incentive Compensation:
  • Performance-based income growth tied to client development and contribution
  • Long-term opportunity for equity participation
Benefits Include:
  • Health benefits
  • 401(k) with 4% employer contribution
  • Paid time off and holidays

Work Environment: Hybrid schedule (in-office presence expected; flexibility available)

Equal Opportunity Employer

Fireside Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.
Vacancy posted 3 days ago
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