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Position Title: Associate Financial Advisor
Step into an instrumental role as an Associate Financial Advisor with RiverRock Wealth Management a financial advisory practice of Ameriprise Financial.
The Associate Financial Advisor will assist the financial advisor in working with clients to help them achieve their financial goals and deliver holistic personal financial advice. This role provides client relationship support through managing gathering and analyzing client data; helping prepare preliminary financial plans and other client deliverables; and working with clients to resolve issues and other practice management tasks as needed.
This is not a selling or commission based role initially; however you will have the opportunity for advancement towards becoming a Financial Advisor within a year. The office is located in Innsbrook VA. The office offers the added perks of free parking facilities and scenic walking trails in the surrounding area.
Responsibilities include:
Key traits of a successful Associate Financial Advisor:
Education and Designations:
About RiverRock Wealth Management:
Were a growing financial planning firm built on strong values and principles striving to uphold the highest levels of integrity honesty caring and thoughtfulness while delivering excellent advice and an outstanding client experience.
Full Time