Associate Financial Advisor

Associate Financial Advisor
White Plains NY In-Office

Bhashyam Wealth Management a Private Wealth Advisory Practice of Ameriprise Financial is seeking an Associate Financial Advisor to join our growing team.

This role is a key part of our client advisory and planning functionworking closely with the lead advisor to deliver comprehensive financial planning and personalized advice. The ideal candidate is analytical client-focused and motivated to grow into a lead advisory role over time.

About Us

At Bhashyam Wealth Management & Associates our mission is to build lifelong trusted relationships with our clients and their families. We provide proactive personalized and holistic financial planning guidance that simplifies complexity and empowers clients to confidently pursue their long-term goals.

What Youll Do

• Partner with the lead advisor to develop and deliver comprehensive financial plans aligned with client goals and risk tolerance
• Conduct portfolio reviews financial analysis and ongoing plan adjustments to keep clients on track
• Maintain regular communication with clients providing updates guidance and support during market changes or life events
• Analyze client financial data including assets liabilities cash flow insurance and tax considerations
• Prepare and implement financial planning recommendations and client deliverables
• Execute investment transactions including stocks bonds mutual funds annuities and insurance products
• Respond to client inquiries and independently manage issue resolution with appropriate follow-up
• Support business development efforts including client relationship management and marketing initiatives
• Collaborate with the advisor to execute practice growth and client engagement strategies
• Monitor industry trends planning strategies and regulatory changes to inform recommendations
• Ensure adherence to all compliance and regulatory requirements

What Were Looking For

• Ability to obtain Series 7 Series 66 and within 6 months of hire
• Completion of CFP coursework or a degree/minor in Financial Planning preferred
• Aspiration to grow into a lead advisor role and build a book of business
• Strong communication skills with the ability to simplify complex financial concepts
• Relationship-driven mindset with a strong commitment to client service
• High level of integrity and sound professional judgment
• Analytical thinking and problem-solving capabilities
• Strong organizational skills with the ability to manage multiple priorities
• Self-motivated with the ability to work independently
• Team-oriented and collaborative approach

Compensation & Benefits

• Compensation includes a base salary of $50000 $70000 exempt plus bonus and incentive opportunities based on performance and contribution with overall compensation commensurate with experience and licensing.
• Comprehensive benefits package includes: 401K with Matching Health Dental and Vision PTO
• Opportunities for professional development and career advancement
• Supportive growth-oriented team environment

Location

• White Plains NY (in-office role)

Equal Opportunity Employer

Bhashyam Wealth Management is an equal opportunity employer. All qualified applicants will receive consideration without regard to race color religion sex national origin genetic information age sexual orientation citizenship gender identity disability veteran status marital status family status or any other basis prohibited by law. Applicants must be legally authorized to work in the U.S. without current or future visa sponsorship.