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Associate Financial Advisor: into Lead Advisor

Job in City of White Plains, White Plains, Westchester County, New York, 10601, USA
Listing for: Jambalaya Group
Full Time position
Listed on 2026-08-30
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Associate Financial Advisor: Grow into Lead Advisor
Location: City of White Plains

Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor in White Plains, NY to join our growing team. The role supports the lead advisor in delivering personalized financial planning and advice to clients.

The ideal candidate is analytical, client-focused, and aims to grow into a lead advisory role over time, with licensing goals including Series 7 and 66 within six months.

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Position Requirements
10+ Years work experience
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