Associate Financial Advisor

Ameriprise Financial•Greenwich, CT

37d

About The Position

The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high-net-worth individuals and families. We are actively expanding through strategic practice acquisition and are looking for an ambitious, relationship-focused Associate Financial Advisor to grow with us. We're offering more than just a job - this is a career track opportunity for a growth-minded advisor who is ready to take on real responsibility and build lasting relationships. As our Associate Financial Advisor, you'll assist the firm's founding partners in managing relationships with top-tier clients in a "second-chair" advisory role - gaining exposure, mentorship, and credibility. Additionally, after an appropriate amount of time you will be given a set of client relationships to manage and deepen. In addition, you'll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly.

Requirements

2-5 years of experience in financial planning or advisory services.
Series 7 & 66 (or ability to obtain promptly); CFP preferred but not required.
Strong interpersonal skills with the ability to build rapport and trust with clients.
A team-first attitude and a growth mindset - you see opportunity where others see obstacles.
Comfortable with both the technical and relational sides of financial advising.
Ambition to become a lead advisor and grow your own book of business within our ecosystem.

Responsibilities

Manage and deepen relationships within an assigned client book of business, delivering holistic financial advice in line with Ameriprise's standards.
Collaborate with the lead advisor in a second-chair capacity to serve complex client relationships and support ongoing financial planning, review meetings, and implementation.
Onboard and build new client relationships that come through the firm's inorganic growth strategy (practice acquisitions).
Prepare and deliver client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning.
Proactively identify planning opportunities and coordinate implementation.
Maintain accurate and timely client records in CRM and planning systems.
Uphold a white-glove service experience in every client interaction.

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