Associate Financial Advisor

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🕒 September 21, 2025

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

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2001

💸 Finance

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.

📋 Description

• Build and nurture client relationships by providing exceptional service and addressing their financial needs. • Collaborate with clients to understand their goals and objectives. • Assist in preparing for client meetings and conduct follow-up to address outstanding issues. • Collaborate with advisory team to develop comprehensive financial plans and provide investment recommendations. • Execute trades and transactions accurately and in a timely manner. • Proactively engage with clients to deepen relationships and introduce additional services. • Prospecting and marketing by engaging with referrals and 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. • Opportunity to be a hybrid role, allowing you to work both in office and from home.