Associate Advisor

1 hour ago

Mount Laurel, New Jersey, United States Ameriprise Financial Services, LLC Full time

Associate Advisor
Position Overview

Step into a pivotal role in a fast-paced, high-performance financial planning office. As an Associate Advisor, you will directly support senior advisors in delivering a best-in-class client experience, while growing your own skills on the path to becoming a Lead Advisor. This role is ideal for a licensed professional with financial planning knowledge and a strong client service mindset.

The Associate Advisor is responsible for helping manage and enhance client relationships, preparing and implementing financial plans, and uncovering opportunities to better serve our clients. You will attend meetings, assist with strategy execution, and contribute to the overall success of the practice.

Responsibilities

70% – Financial Planning & Client Service

  • Attend and support client meetings, helping document next steps and follow-up items
  • Prepare and update financial plans, investment reports, and review materials
  • Implement trades and insurance solutions as directed by lead advisor
  • Proactively communicate with clients to follow up on tasks, answer service questions, and build rapport
  • Help identify planning opportunities that improve outcomes and drive growth

30% – Business & Practice Management

  • Assist with managing client CRM data, workflows, and compliance documentation
  • Track and help execute client service models (e.g., annual reviews, RMDs, milestones)
  • Coordinate with internal team members (e.g., paraplanners, client service associates) to ensure seamless delivery
  • Contribute to business development efforts as needed

Key Traits of a Successful Associate Advisor

  • Strong understanding of financial planning principles and investment solutions
  • Excellent attention to detail and organization
  • Strong interpersonal and communication skills (written and verbal)
  • Ability to manage multiple tasks and deadlines with a client-first attitude
  • Comfortable in a dynamic, collaborative team environment
  • Positive attitude and desire to grow into a lead advisor role

Education and Qualifications

  • Bachelor's degree required
  • 2+ years of relevant financial services experience
  • Series 65 (or 66) and state insurance license preferred (or willingness to obtain)
  • Progress toward CFP designation strongly preferred
  • Experience using financial planning software and CRM systems

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