Associate Financial Advisor
$70kFull-time
Jambalaya Group
About Us
GuideWroth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a dynamic and experienced Associate Financial Advisor to join our team.
This role has the opportunity to be a remote or hybrid role, allowing you to work both in office and/or from home.
The Role
As an Associate Financial Advisor, you will be responsible for building and nurturing client relationships by providing exceptional service and addressing their financial needs.
You will collaborate with clients to understand their goals and objectives, and work with the advisory team to develop comprehensive financial plans tailored to clients' unique situations.
You will also provide well-researched investment recommendations aligned with clients' objectives, execute trades and transactions accurately and in a timely manner, and stay informed about market trends and investment opportunities to provide informed guidance to clients.
Additionally, you will proactively engage with clients to deepen relationships, understanding their evolving needs and introducing additional services as appropriate, and engage with referrals and your natural market to build a book of business.
Key Responsibilities
- Client Relationship Management: Build and nurture client relationships by providing exceptional service and addressing their financial needs. Collaborate with clients to understand their goals and objectives.
- Meeting Preparation and Follow-Up: Assist in preparing for client meetings, ensuring all necessary documentation is organized and ready. Conduct diligent follow-up after meetings to address any outstanding issues or questions.
- Financial Planning and Investment Recommendations: Collaborate with the advisory team to develop comprehensive financial plans tailored to clients' unique situations. Provide well-researched investment recommendations aligned with clients' objectives.
- Trades and Transactions: Execute trades and transactions accurately and in a timely manner. Stay informed about market trends and investment opportunities to provide informed guidance to clients.
- Deepening Client Relationships: Proactively engage with clients to deepen relationships, understanding their evolving needs and introducing additional services as appropriate.
- Prospecting and Marketing: Engage with referrals and your natural market to build a book of business.
Requirements
Qualifications:
- Book of business required.
- Five plus years of experience as a financial advisor.
- Hold a Series 7, Series 66, and Life & Health licenses.
- CFP designation is a bonus.
- Strong interpersonal and communication skills.
- Detail-oriented with excellent organizational and time-management abilities.
Benefits
Compensation and Benefits:
- Base compensation starting at $70,000, commensurate with experience.
- Bonus opportunities based on performance.
- Comprehensive benefits package including PTO and paid holidays.
- Remote work.
Vacancy posted a month ago
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