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ASSOCIATE FINANCIAL ADVISOR
mid · Other
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong company that cares, take the next step to create a brilliant career at Springbrook Wealth Advisors.ABOUT THE ROLE
We are looking for a motivated and client-focused person to join our advisory team. As a Associate Financial Advisor, you will work closely with lead advisors to deliver comprehensive financial planning and investment management services to a growing client base. You will play an active role in client relationships, portfolio analysis, and financial plan development while building toward a path to full advisory responsibilities.
KEY RESPONSIBILITIES
Client Experience & Advice:
Follow the Springbrook Wealth Advisor service model to support client retention and growth
Serve as primary point of contact for assigned clients, handling inquiries and service requests
Prepare for and lead client review meetings, including materials and follow-up
Proactively identify opportunities to deepen relationships and address new planning needs
Onboard new clients: account opening, data gathering, and risk profiling
Manage client administrative needs, including estate settlements
Participate in client events and networking to help grow the practice
Coordinate with clients' accountants and lawyers for comprehensive advice
Build financial plans covering retirement, investment, tax, insurance, and estate planning
Analyze portfolios and recommend investments aligned with client goals and risk tolerance
Model financial scenarios and present findings to clients and lead advisors
Monitor client portfolios and flag issues needing attention
Review insurance needs and recommend coverage for life, disability, and long-term care
Recommend annuity options as needed
Operations:
Document all client interactions, transactions, and recommendations per firm policy and regulations
Maintain accurate client records in CRM and portfolio management systems
Support compliance reviews, audits, and reporting
Stay current on regulatory changes affecting advisory services
Attend and actively participate in team meetings
QUALIFICATIONS:
Required:
Goal driven, growth mindset a must
Active Series 7, 65 or Series 66, New Jersey Life and Health license (required at time of hire)
Bachelor’s degree in Finance or a related field
1 or more years of experience in financial planning, asset management, or a related role
Proficiency with financial planning software (MoneyGuidePro) and CRM platforms (salesforce)
Strong analytical, written, and verbal communication skills
High degree of integrity and commitment to fiduciary standards
COMPENSATION & BENEFITS:
Competitive base salary commensurate with experience: starting at $60,000
Performance-based bonus tied to client satisfaction and business development goals
Flex savings, dental, and vision insurance
401(k) with employer match
Paid support for continuing education, professional development, and licensure renewal
Base Pay Salary
The salary range will be starting $60,000/ yearFull-Time/Part-Time
Full timeAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.