Associate Financial Advisor

Position: ASSOCIATE FINANCIAL ADVISOR
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 field1 or more years of experience in financial planning, asset management, or a related role Proficiency with financial planning software (Money Guide Pro ) and CRM platforms (salesforce)
Strong analytical, written, and verbal communication skills

High degree of integrity and commitment to fiduciary standardsCOMPENSATION & 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/ year

Full-Time/Part-Time Full time Ameriprise 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.
#J-18808-Ljbffr