Associate Financial Advisor

Jambalaya Group

2d•Remote

About The Position

GuideWroth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial is seeking a dynamic and experienced Associate Financial Advisor to join their 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 Associate Financial Advisor will be responsible for building and nurturing client relationships, preparing for and following up on client meetings, developing financial plans, executing trades, deepening client relationships, and engaging in prospecting and marketing efforts.

Requirements

Book of business required.
Five plus years of experience as a financial advisor.
Hold a Series 7, Series 66, and Life & Health licenses.
Strong interpersonal and communication skills.
Detail-oriented with excellent organizational and time-management abilities.

Nice To Haves

CFP designation is a bonus.

Responsibilities

Build and nurture client relationships by providing exceptional service and addressing their financial needs.
Collaborate with clients to understand their goals and objectives.
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.
Collaborate with the advisory team to develop comprehensive financial plans tailored to clients' unique situations.
Provide well-researched investment recommendations aligned with clients' objectives.
Execute trades and transactions accurately and in a timely manner.
Stay informed about market trends and investment opportunities to provide informed guidance to clients.
Proactively engage with clients to deepen relationships, understanding their evolving needs and introducing additional services as appropriate.
Engage with referrals and your natural market to build a book of business.