Associate Financial Advisor

Ameriprise • Greenwich, CT

18d

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 entry-level, ambitious, and relationship-focused Financial Advisor Trainee 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 a member of our team, 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. As your knowledge and experience grow, you’ll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly. There are no business development requirements in this role. (i.e. You will not be expected to bring in new clients.)

Requirements

• 0–5 years of experience in financial planning or advisory services.
• Series 7 & 66 Exams and state Insurance license will be required within first 6 months of hire.
• 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.
• Collaborate with the lead advisor in a support capacity to serve complex client relationships during financial planning and review meetings.
• Onboard and build new client relationships that come in via practice acquisitions.
• Prepare for client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning.
• Maintain accurate and timely client records in CRM system.
• Uphold a white-glove service experience in every client interaction.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees