Associate Financial Advisor

Associate Financial Advisor (AFA)

Location: Lakeville MN Full-Time

Fireside Wealth a Private Wealth Advisory Practice of Ameriprise Financial is seeking an Associate Financial Advisor (AFA) to join a collaborative and growth-focused team. This role is designed for a licensed professional who is eager to build long-term client relationships develop planning expertise and pursue the CFP designation (if not already obtained).

This is an ideal opportunity for someone who has foundational experience but is still early enough in their career to grow within a practiceprogressing into client ownership increased responsibility and potential long-term equity participation.

About the Practice

The team emphasizes education planning and long-term relationship building.

The culture is:

• Collaborative and team-oriented
• Analytical yet relationship-driven
• Focused on long-term growthfor both clients and advisors

The team is seeking someone who is patient motivated by long-term opportunity and aligned with a gradual path toward leadership and potential equity.

Key Responsibilities

Client Relationship Development

• Support advisors in managing and developing client relationships
• Build trust with clients through consistent communication and education
• Grow into increased client ownership over time

Financial Planning & Analysis

• Assist in developing financial plans and investment strategies
• Analyze client data and provide thoughtful personalized recommendations
• Support planning conversations with a strong analytical foundation

Meeting Preparation & Execution

• Prepare materials and ensure follow-through on action items
• Participate in client meetings and gradually take on a more active role

Team Collaboration

• Work closely with advisors and team members to deliver a high-quality client experience
• Contribute to a positive supportive team culture

Ideal Candidate Profile

Required Qualifications

• Bachelors degree
• 25 years of experience in financial services or a related client-facing role
• Active securities licenses (Series 7 & 66 preferred or willingness to obtain quickly)

Preferred Qualifications

• Interest in pursuing or currently working toward CFP certification
• Experience working with financial planning tools and client relationship systems

Professional Strengths

• Strong interpersonal and relationship-building skills
• Analytical mindset with attention to detail
• Organized proactive and coachable

Compensation & Benefits

Base Salary: $90000 $110000 (commensurate with experience) - exempt

Incentive Compensation:

• Performance-based income growth tied to client development and contribution
• Long-term opportunity for equity participation

Benefits Include:

• Health benefits
• 401(k) with 4% employer contribution
• Paid time off and holidays

Work Environment: Hybrid schedule (in-office presence expected; flexibility available)

Equal Opportunity Employer

Fireside Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.