About this role

Ameriprise Financial is seeking a motivated Associate Financial Advisor to join their team in Florham Park, New Jersey. This role involves supporting lead advisors in delivering comprehensive financial planning and investment management services to clients. You will gain experience in client relationships, portfolio analysis, and financial plan development, with a path towards full advisory responsibilities.

What we are looking for

6

Support lead advisors in financial planning and investment management
Serve as primary point of contact for assigned clients
Prepare and lead client review meetings
Onboard new clients and manage administrative needs
Build financial plans covering retirement, investment, tax, insurance, and estate planning
Analyze portfolios and recommend investments

Work authorization

No visa sponsorship is available.
Must be authorized to work without sponsorship.