Associate Financial Advisor

Associate Financial Advisor (AFA)

Location: Lakeville, MN | Full-Time

Fireside Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) to join a collaborative and growth-focused team. This role is designed for a licensed professional who is eager to build long-term client relationships, develop planning expertise, and pursue the CFP® designation (if not already obtained).

This is an ideal opportunity for someone who has foundational experience but is still early enough in their career to grow within a practice—progressing into client ownership, increased responsibility, and potential long-term equity participation.

About the Practice

The team emphasizes education, planning, and long-term relationship building.

The culture is:

• Collaborative and team-oriented
• Analytical yet relationship-driven
• Focused on long-term growth—for both clients and advisors

The team is seeking someone who is patient, motivated by long-term opportunity, and aligned with a gradual path toward leadership and potential equity.

Key Responsibilities

Client Relationship Development

• Support advisors in managing and developing client relationships
• Build trust with clients through consistent communication and education
• Grow into increased client ownership over time

Financial Planning & Analysis

• Assist in developing financial plans and investment strategies
• Analyze client data and provide thoughtful, personalized recommendations
• Support planning conversations with a strong analytical foundation

Meeting Preparation & Execution

• Prepare materials and ensure follow-through on action items
• Participate in client meetings and gradually take on a more active role

Team Collaboration

• Work closely with advisors and team members to deliver a high-quality client experience
• Contribute to a positive, supportive team culture

Ideal Candidate Profile

Required Qualifications

• Bachelor’s degree
• 2–5+ years of experience in financial services or a related, client-facing role
• Active securities licenses (Series 7 & 66 preferred or willingness to obtain quickly)

Preferred Qualifications

• Interest in pursuing or currently working toward CFP® certification
• Experience working with financial planning tools and client relationship systems

Professional Strengths

• Strong interpersonal and relationship-building skills
• Analytical mindset with attention to detail
• Organized, proactive, and coachable

Compensation & Benefits

Base Salary: $100,000 – $140,000 (commensurate with experience) - exempt

Incentive Compensation:

• Performance-based income growth tied to client development and contribution
• Long-term opportunity for equity participation

Benefits Include:

• Health benefits
• 401(k) with 4% employer contribution
• Paid time off and holidays

Work Environment: Hybrid schedule (in-office presence expected; flexibility available)

Equal Opportunity Employer

Fireside Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.