Associate Financial Advisor

About the Role

LifeBranch Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, is seeking an Associate Financial Advisor to join its growing team in Grapevine, Texas. This role focuses on building meaningful client relationships, delivering comprehensive financial planning, and helping clients make confident financial decisions. You will lead client meetings, provide planning and investment guidance, implement recommendations, and contribute to the practice’s growth through referrals, professional relationships, and outstanding service.

Why Join LifeBranch Wealth Partners?

LifeBranch Wealth Partners was named a 2025 Forbes Best‑in‑State Wealth Management Team, reflecting a commitment to excellence and exceptional client service. The firm’s culture is built around six principles: Give Ownership, Recognize Wins, Own Commitments, Work to Improve, Trust Positive Intent, and Handle with Solutions. Advisors are encouraged to develop their own careers, lead conversations, and take increasing ownership of the client experience while focusing primarily on serving existing clients.

Responsibilities

• Client Advisory & Relationship Management
  • Lead client meetings independently and partner with senior advisors on complex relationships.
  • Build trusted, long‑term relationships through proactive communication and exceptional service.
  • Understand clients’ financial goals, priorities, and life circumstances and incorporate them into the planning process.
  • Address client needs and resolve service matters in partnership with Client Service Managers and other team members.
  • Identify opportunities to deepen client relationships through comprehensive financial planning.
  • Document client interactions, opportunities, recommendations, and follow‑up activities in Salesforce.
  • Ensure timely communication of meeting notes and action items to the service team.
  • Maintain accurate client records, files, and documentation.
• Financial Planning & Advice
  • Review and analyze client financial information to identify planning opportunities.
  • Review and validate preliminary financial planning recommendations.
  • Develop and finalize client action plans and strategies.
  • Review and interpret financial statements and other financial data.
  • Run financial calculations and planning illustrations.
  • Present financial planning recommendations and strategies to clients.
  • Help clients understand their options and make informed financial decisions.
  • Implement agreed‑upon planning recommendations and coordinate follow‑through with the appropriate team members.
• Investment & Portfolio Support
  • Complete Managed Account Annual Reviews following client meetings.
  • Assist in developing and maintaining Investment Policy Statements.
  • Review and assist with portfolio recommendations for accounts outside established models.
  • Make investment recommendations consistent with the practice’s investment philosophy and guidance.
  • Communicate market and economic insights to clients when appropriate.
  • Support investment implementation and portfolio‑related client needs.
• Client Growth & Leadership
  • Identify opportunities to deepen existing relationships through comprehensive planning conversations and additional solutions.
  • Encourage and cultivate client referrals through trusted relationships and exceptional service.
  • Develop and maintain professional relationships with CPAs, attorneys, and other Centers of Influence.
  • Contribute to initiatives that enhance the client experience and support long‑term practice growth.
  • Look for opportunities to improve processes, efficiency, and service quality across the practice.
  • Participate actively in team initiatives, client appreciation events, and community engagement opportunities.
  • Take ownership of professional development and continued advancement as an advisor.

Qualifications

• Bachelor’s degree required.
• Active Series 7 and Series 66, or Series 63/65 combination.
• State Life, Accident & Health insurance licenses.
• APMA® designation required or willingness to obtain shortly after joining.
• Demonstrated experience in financial planning, wealth management, investment management, or a client‑facing financial services environment.
• Strong desire to build a long‑term career as a financial advisor.
• Interest in pursuing CFP® certification preferred.
• Ability and confidence to lead client meetings independently.
• Strong financial planning, analytical, and problem‑solving skills.
• Excellent verbal and written communication skills and the ability to build trusted client relationships.
• High attention to detail with strong organization, follow‑through, and judgment.
• Ability to handle confidential client information with discretion and professionalism.
• Ability to work independently while collaborating effectively with advisors and the broader practice team.
• Proficiency with Microsoft Office and the ability to learn and effectively use CRM, financial planning, investment, and practice technology.
• Commitment to ongoing professional development and continuing education.

Requirements

• Enjoy working directly with clients, leading planning conversations, and building trusted relationships.
• Motivated by delivering excellent client outcomes.
• Understand that meaningful growth is built through strong relationships, exceptional service, and a commitment to continuous improvement.

Compensation

Expected total compensation generally ranges from $85,000 to $130,000+, depending on experience, credentials, and scope of responsibilities. Exceptional candidates with significant experience may be considered above this range.

Benefits

• 20 days of PTO annually.
• All market holidays off.
• 50% of the employee‑only health insurance premium paid by the practice, up to a monthly maximum.
• Dental, vision, and disability insurance options.
• Simple IRA with employer match.
• Group term life insurance.
• Support for ongoing professional development and industry credentials.
• Opportunity to grow responsibilities and advance within a recognized wealth management practice.

Employment is contingent upon the successful completion of a background check, consistent with applicable federal, state, and local laws.