Financial Advisor

Were Hiring: Financial Advisor
GuideWorth Advisors A Private Wealth Advisory Practice of Ameriprise Financial

Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving wealth advisory practice GuideWorth Advisors a female-owned and led Private Wealth Advisory Practice ofAmeriprise Financial is seeking a dynamic and experienced Financial Advisor to join our high-support team.

Our practice currently manages over $500 million in assets and is actively acquiring new clients. With a strong structure in place we support our advisors in serving existing clients while also helping them build and grow their own book of business. This role has the potential to transition into a hybrid schedule in the future offering both in-office and remote flexibility. This Financial Advisor will be servicing existing Firm clients will meet new clients through Firm marketing activities as well as have the opportunity to create client acquisition activities on their own if they wish.

Responsibilities

• Client Relationship Management: Build and nurture relationships with clients providing exceptional service and advice tailored to their financial goals.
• Meeting Preparation and Follow-Up: Ensure client meetings are well-prepared with accurate documentation; conduct diligent follow-up afterward.
• Financial Planning & Investment Guidance: Develop comprehensive financial plans and provide well-researched investment recommendations.
• Trades and Transactions: Execute trades and transactions accurately while staying informed on market trends.
• Deepening Relationships: Proactively engage with clients to understand evolving needs and introduce additional services.
• Business Development: Service existing practice clients while also developing your own book of business. Engage with referrals prospects and your natural market.

Qualifications

• Minimum of five years experience as a financial advisor.
• Hold Series 7 Series 66 and Life & Health licenses.
• CFP designation strongly preferred.
• Strong interpersonal and communication skills.
• Highly organized detail-oriented and proactive.
• Book of business preferred but not required.

Compensation & Benefits

• Initial base compensation range of $75000 to $100000 commensurate with experience.
• Exempt status
• Variable compensation based on performance.
• Comprehensive benefits package including PTO and paid holidays.
• 401(k) plan with employer match.
• Professional development opportunities and practice-provided resources to help grow your client base.

How to Apply

If you meet the qualifications and are ready to take your career to the next level please submit your resume and cover your cover letter highlight your relevant experience and explain how you can contribute to our teams success.

Join a collaborative forward-thinking wealth advisory practice where you can grow your career expand your book of business and make a lasting impact on clients lives.

Equal Opportunity Employer

GuideWorth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.