Associate Financial Advisor
About The Position
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. The team emphasizes education, planning, and long-term relationship building. The culture is collaborative and team-oriented, analytical yet relationship-driven, and 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.
Requirements
- 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)
- Strong interpersonal and relationship-building skills
- Analytical mindset with attention to detail
- Organized, proactive, and coachable
Nice To Haves
- Interest in pursuing or currently working toward CFP® certification
- Experience working with financial planning tools and client relationship systems
Responsibilities
- Support advisors in managing and developing client relationships
- Build trust with clients through consistent communication and education
- Grow into increased client ownership over time
- Assist in developing financial plans and investment strategies
- Analyze client data and provide thoughtful, personalized recommendations
- Support planning conversations with a strong analytical foundation
- Prepare materials and ensure follow-through on action items
- Participate in client meetings and gradually take on a more active role
- Work closely with advisors and team members to deliver a high-quality client experience
- Contribute to a positive, supportive team culture
Benefits
- Health benefits
- 401(k) with 4% employer contribution
- Paid time off and holidays
- Performance-based income growth tied to client development and contribution
- Long-term opportunity for equity participation
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
