Launch Your Financial Planning Career with an Established Wealth Management Team
Nardella Financial Group, a private wealth advisory practice of Ameriprise Financial, is seeking a motivated and client-focused Advisor Financial Associate (AFA) to join our growing team in Naples, Florida.
This opportunity is ideal for a newer financial professional who has obtained the required industry licenses and is eager to build a long-term career in wealth management while working alongside experienced advisors. We are looking for someone who values teamwork, professionalism, and delivering exceptional client experiences. This role is perfect for someone who wants to build their own client book, or support an existing one.
What You'll Do
As an Associate Financial Advisor, you will work directly with the Advisor and support staff to help deliver comprehensive financial planning and investment solutions to clients.
Responsibilities include:
- Assisting advisors with client meeting preparation and follow-up
- Participating in financial plan development and investment reviews
- Building and maintaining client relationships
- Conducting client and prospect outreach
- Supporting business development and networking efforts
- Preparing account paperwork and ensuring timely processing
- Maintaining detailed client records and compliance standards
- Learning and growing toward increased advisory responsibilities
Qualifications Required
- Active FINRA Series 7 and Series 66 (or 63/65 equivalent)
- Active Life, Health, and Variable Insurance Licenses (2-15)
- Bachelor's degree preferred
- Strong communication and relationship-building skills
- Professional demeanor and strong attention to detail
- Desire to build a long-term career in financial advising
Preferred
- 0-3 years of experience in financial services
- Experience in banking, financial planning, investments, insurance, or client service
- Proficiency with CRM and financial planning software
- Entrepreneurial mindset with a willingness to learn
What We Offer
- Direct mentorship from experienced financial advisors
- Hands-on exposure to financial planning and wealth management
- Established client base and team support
- Professional development and career advancement opportunities
- Competitive compensation package
- Opportunity to grow into a lead advisory role
Why Join Nardella Financial Group?
At Nardella Financial Group, we are committed to helping clients achieve their financial goals while fostering a collaborative and supportive team culture. We believe in investing in our people and providing the tools, training, and mentorship needed for long-term success.
If you are licensed, motivated, and ready to take the next step in your financial advisory career, we encourage you to apply.
Submit your resume and cover letter to: [email protected]
