Associate Financial Advisor

Job not on LinkedIn

May 27

🍁 Vermont – Remote

Although this job is listed in Vermont, this company may be open to hiring remote in other states.

💵 $70k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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WellBridge Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

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Finance • Wealth Management • Financial Services

WellBridge Wealth is a private wealth advisory practice of Ameriprise Financial Services, LLC, dedicated to helping individuals achieve their financial goals through personalized financial advice and planning. With a team of experienced advisors, WellBridge Wealth provides tailored solutions to manage investments, retirement planning, and estate strategies, empowering clients to feel more confident and in control of their financial futures.

2 - 10 employees

Founded 2001

💸 Finance

📋 Description

• Client Relationship Management: Build and nurture client relationships by providing exceptional service and addressing their financial needs. • Meeting Preparation and Follow-Up: Assist in preparing for client meetings, ensuring all necessary documentation is organized and ready. • Financial Planning and Investment Recommendations: Collaborate with the advisory team to develop comprehensive financial plans tailored to clients' unique situations. • Trades and Transactions: Execute trades and transactions accurately and in a timely manner. • Deepening Client Relationships: Proactively engage with clients to deepen relationships, understanding their evolving needs and introducing additional services as appropriate. • Prospecting and Marketing: Engage with referrals and your natural market to build a book of business.

🎯 Requirements

• Five plus years of experience as a financial advisor. • Hold a Series 7, Series 66, and Life & Health licenses. • CFP designation is a bonus. • Strong interpersonal and communication skills. • Detail-oriented with excellent organizational and time-management abilities. • Book of business required.

🏖️ Benefits

• Base compensation starting at $70,000, commensurate with experience. • Bonus opportunities based on performance. • Comprehensive benefits package including PTO and paid holidays. • Remote work.