Licensed Associate Financial Advisor

Cordian Wealth, a Private Wealth Advisory Practice of Ameriprise Financial is seeking an Associate Financial Advisor to join their team.

We are a values-driven financial advisory practice committed to helping our clients achieve their financial goals through personalized and comprehensive financial planning.

Our core values Family, Integrity, Knowledge, and Thoroughness are the foundation of everything we do.

We are looking for a motivated and dedicated Associate Financial Advisor to join our team, with a strong focus on client interaction and growth within our practice.

Position Overview :

As an Associate Financial Advisor, you will play a crucial role in supporting our clients and enhancing their financial well-being.

You will work closely with senior advisors, participating in client meetings, presenting key components, and providing essential follow-up through summary letters and written recommendations.

This role is ideal for someone passionate about financial planning, eager to grow, and aligned with our practice's core values.

Key Responsibilities :

• Client Interaction : Participate in client meetings, taking detailed notes and ensuring all client concerns are addressed.
• Presentation : Present specific sections of client meetings, demonstrating knowledge and confidence.
• Documentation : Prepare comprehensive summary letters following client meetings, ensuring accuracy and clarity.
• Research & Recommendations : Conduct in-depth research and develop planning and investment recommendations tailored to client needs.
• Licensing : Must be fully licensed with the Series 7, Series 66 and life & health or obtain required licenses within six months of hire.
• Practice Values : Demonstrate a strong alignment with our practice values Family, Integrity, Knowledge, and Thoroughness in all aspects of the role.

Qualifications :

• Licensing : Fully licensed or the ability to obtain necessary licenses within six months.
• Experience : Previous experience working with clients in a financial planning or advisory role preferred.
• Skills : Excellent communication skills, both written and verbal, with a keen eye for detail.
• Growth-Oriented : A desire to grow within the practice, with potential for ownership opportunities.
• Alignment : A strong alignment with our practice values Family, Integrity, Knowledge, and Thoroughness.

Compensation & Benefits :

• Salary : $60,000 - $80,000 per year depending on experience, with variable opportunities.
• Benefits :
• Paid Time Off (PTO) and paid holidays.
• Summer and Christmas hours for enhanced work-life balance.
• Disability and life insurance offerings.
• Coverage of licensing expenses.
• Opportunity to purchase investment shares within the practice.
• No health benefits

Why Join Us?

• Career Growth : Significant opportunities for professional development and potential ownership within the practice.
• Collaborative Environment : Work alongside experienced advisors who are dedicated to your success.
• Impact : Play a key role in helping clients achieve their financial goals and secure their futures.

How to Apply :

If you are a motivated individual who aligns with our values and is eager to grow within a dynamic and supportive environment, we would love to hear from you! Please submit your resume and cover letter and we will be in touch.