Financial Advisor

Are you tired of single-handedly shouldering the entire workload for your clients, with no support in sight? How do you cope with the burden of being shackled to revenue minimums just to generate the income you desire? Would you want to work with clients whose values align with their investments? If these are qualities you connect with, Affirm Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, is the place for you for your financial advisor career. We are a Forbes Best-In-State Team for the last five years. We have also been recognized as one of InvestmentNews’ Best Places to Work for Financial Advisors in 2024 and 2025.

Our Mission Statement is focused on the premise that “Everyone deserves to work with a trusted advisory team to help them feel more confident about their financial future."

How are we different than other financial advisor firms? It’s our culture! A culture that allows for and supports true care of our clients and team. A culture that creates inspiration for its team to be the best it can be on behalf of our clients through honesty, integrity, balance, and fun. That’s how we differentiate ourselves from others. When we add like-minded, values-based team members like yourself to our growing team, we gain strength in continuing to fulfill our mission of being an inclusive environment and in helping more people gain confidence for their financial future.

If this sounds like the type of business you want to be a part of, then we want you on our team. It is as easy as applying through the job link to get the conversation started.

What we offer:

· A highly competitive salary based on experience, plus bonus opportunity

· Financial and staff support for client service and marketing activities

· A hybrid work schedule

· Mentoring and sharing of best practices

· Learning & Development Program

What we’re looking for:

· Series 7, 63 or 66

· Life, Accident and Health Insurance Licenses

· Advanced designations or desire to obtain advanced designations – CFP®, ChFC®, CLU®, CFS, etc

· 7+ years of in-person client engagement and experience in the financial advice industry

Job Responsibilities May Include Several of The Following:

· Meet with the practice’s existing clients at least once per year

· Handle all incoming client communications/requests that require Advisor-level service

· Encourage clients to implement financial advice and recommendations

· Prospect and acquire new clients through various marketing techniques

Our candidate selection process consists of 4 steps:

· Review applications daily and respond within 3 business days

· An initial 20-minute phone interview to discuss qualifications and mutual fit

· In-person 60-minute meeting with two directors of the organization

· Final 60-minute interview with the CEO and HR representative

· The entire process could take 4-6 weeks, but we will communicate with you each step of the way

Other Details of position:

· Salary dependent on experience

· PTO beginning day one

· Company paid Health Insurance Plan

· Company match 401K

· Company paid Life, STD and LTD

Background:

Affirm Wealth Advisors has been a financial advisory practice for more than 30 years. It rates among the top 1% of all Financial Advisory Practices at Ameriprise Financial Services, LLC. Matt MacLean, CFP®, ChFC®, CRPC®, CEO/Private Wealth Advisor is also a member of the Chairman’s Advisory Council. He has been named among the Forbes Best-in-State Wealth Advisors, Five Star Wealth Managers and the Phoenix Business Journals Books of Lists for Investment Advisors. Matt’s business partner, Steve Harnden, CFP®, CPA is also a Private Wealth Advisor and has been named to the Barron’s, Financial Times, and Forbes lists of Top Advisors. In addition, our Team includes ten Financial Advisors, a licensed Chief Operating Officer, a licensed Investment Operations Director, five other Client Support Specialists (three licensed), two Financial Planning Assistants, two Operations Managers (one licensed), a Marketing Director, two Administrative Assistants and three Directors of First Impressions. We are located at 7992 W. Thunderbird Rd., Ste. 110 in Peoria, and 2484 E. River Rd. in Tucson. You can learn more about our Team at www.affirmwealthadvisors.com.

Job Type: Full-time

Pay: $80,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Experience:

• Financial Industry: 7 years (Preferred)

Work Location: In person