Associate Financial Advisor

Ameriprise • Troy, MI

2d • Onsite

About The Position

F.I.T. Financial Group, a private wealth advisory practice of Ameriprise, is seeking an Associate Financial Advisor to join our growing team. This in-office role is well-suited for a motivated professional with prior advisory experience and active licensing who is committed to building strong client relationships, contributing to business growth, and developing a long-term advisory career. The AFA works closely with the franchise advisor to help clients achieve their financial goals. This position offers the opportunity to contribute meaningfully in a collaborative environment while continuing to grow professionally. About Us F.I.T. Financial Group is a private wealth advisory practice of Ameriprise, located in Troy, Michigan. We seek professionals who align with our core values of family, integrity, and trust. These principles guide how we serve our clients, support one another as a team and engage with our community. At F.I.T. Financial Group, we treat our clients like family, act with integrity and earn trust through dependable, consistent service and long-lasting relationships. We specialize in Financial Planning, Retirement Planning Strategies, Business Retirement Plans, and Investment Management. We welcome professionals who share our values, are motivated to grow, and are ready to contribute. Qualified candidates are encouraged to apply.

Requirements

• An entrepreneurial mindset with a drive to build and grow.
• Positive and professional demeanor.
• Strong written and verbal communication skills.
• Ability to recommend suitable investment products and services.
• Ability to build rapport and meet with clients.
• Confidence in presenting financial planning strategies.
• Ability to source prospective clients.
• Desire to support practice growth.
• Active securities licensing including SIE, Series 7, Series 63, 65 or 66, Life, Accident and Health insurance license.
• Proficient in Microsoft Office (Excel, Teams, Word, Outlook).

Nice To Haves

• Existing client relationships or book of business is a plus.
• Experience in Salesforce CRM, trading platforms and financial planning software is a plus.

Responsibilities

• Identify clients for financial planning and advice.
• Assess clients’ risk tolerance, goals, and time frame.
• Prepare for client meetings by gathering and analyzing data.
• Participate in case study and develop recommendations.
• Research investments and develop product solutions.
• Create financial planning deliverables.
• Conduct client meetings to present recommendations or deliver advice.
• Execute transactions, including trades and rebalancing, on behalf of clients or the advisor.
• Service existing clients and respond to account, planning, and service requests.
• Maintain accurate and compliant client records and documentation.
• Identify opportunities to improve practice efficiency and processes.
• Develop and implement a marketing plan to meet client acquisition goals.
• Contact prospects and participate in client appreciation events/seminars.
• Participate in weekly team meetings.
• Responsibilities may evolve to meet the needs of the practice.

Benefits

• F.I.T. Financial Group offers a competitive payout and provides the opportunity for eligible full-time employees to participate in a comprehensive benefits package.
• Depending on eligibility, this package may include medical, prescription, dental and vision coverage; short- and long-term disability insurance; paid holidays; vacation time; a 401(k) plan; and a dependent care reimbursement account.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed