Financial Advisor

Jambalaya Group•South Burlington, VT

26d•$75,000 - $100,000•Hybrid

About The Position

GuideWorth Advisors, a female-owned and led Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Financial Advisor to join their high-support team. The practice currently manages over $500 million in assets and is actively acquiring new clients. The role supports advisors in serving existing clients while also helping them build and grow their own book of business. This role has the potential to transition into a hybrid schedule in the future, offering both in-office and remote flexibility. The Financial Advisor will be servicing existing Firm clients, will meet new clients through Firm marketing activities, as well as have the opportunity to create client acquisition activities on their own if they wish.

Requirements

Minimum of five years’ experience as a financial advisor.
Hold Series 7, Series 66, and Life & Health licenses.
Strong interpersonal and communication skills.
Highly organized, detail-oriented, and proactive.

Nice To Haves

CFP® designation strongly preferred.
Book of business preferred, but not required.

Responsibilities

Build and nurture relationships with clients, providing exceptional service and advice tailored to their financial goals.
Ensure client meetings are well-prepared with accurate documentation; conduct diligent follow-up afterward.
Develop comprehensive financial plans and provide well-researched investment recommendations.
Execute trades and transactions accurately while staying informed on market trends.
Proactively engage with clients to understand evolving needs and introduce additional services.
Service existing practice clients while also developing your own book of business. Engage with referrals, prospects, and your natural market.