Associate Financial Advisor

and the job listing Expires on February 6, 2026

Opus:
Advise First, A private wealth advisory practice of Ameriprise Financial Services, LLC.

Opus:
Advice First represents all we can do together. We look to enhance the financial and emotional well-being of our clients and their families by providing education and improving behavior as it relates to important life decisions.

Our hub office is in Oxford, CT with two additional locations for our client’s convenience in Palo Alto, CA and Westchester, NY. With the help of technology, we serve clients in 20 states. Our value proposition is centered on creating and maintaining deep relationships with our clients so that we can help to “orchestrate your dreams”. This is done by identifying your unique and individual goals and helping you pursue them through comprehensive planning.

Opus:
Advice First is ranked in the top 1% of all Ameriprise Financial Advisors and teams and has been for over 20 years. We continue to grow and build with strong, talented team members each year.

As an associate Financial Advisor, you will play a crucial role in helping clients achieve their financial goals by providing expert advice and tailored financial solutions. You will assess clients’ financial situations, develop personalized strategies, and guide them through investment opportunities. This position requires a strong understanding of financial concepts and the ability to build lasting relationships with clients.

• Opus:
  Advice First offers a two-year training program which allows new team members to learn our systems, processes and how we work with our clients. In addition, the Opus:
  Advice First will sponsor candidates for the required licenses to become a financial advisor.

• Conduct thorough comprehensive financial analysis to evaluate clients’ current financial status and future needs.
• Develop detailed wealth strategies tailored to individual client goals.
• Provide guidance on asset management, including investment options and portfolio diversification.
• Collaborate with clients to understand their financial objectives and provide ongoing support throughout the financial planning process.
• Educate clients on various financial products, services, and concepts to enhance their understanding of comprehensive financial planning.

• Proficient in financial analysis and familiar with various financial concepts.
• Strong mathematical skills for accurate calculations and assessments.
• Proficient in using financial software for analysis, reporting, and client management.
• Excellent communication skills to clearly convey complex information to clients.
• Ability to build rapport and trust with clients while maintaining a professional demeanor.

• Bachelor of Science Degree in Finance or Business

This position is ideal for individuals who are passionate about finance, possess strong analytical skills, and are committed to helping others achieve their financial aspirations