Associate Financial Advisor White Plains, NY | In-Office
Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team.
This role is a key part of our client advisory andplanning function-working closely with the lead advisor to deliver comprehensive financial planning and personalized advice. The ideal candidate is analytical, client-focused, and motivated to grow into a lead advisory role over time.
About Us At Bhashyam Wealth Management & Associates, our mission is to build lifelong, trusted relationships with our clients and their families. We provide proactive, personalized, and holistic financial planning guidance that simplifies complexity and empowers clients to confidently pursue their long-term goals.
What You'll Do - Partner with the lead advisor to develop and deliver comprehensive financial plans aligned with client goals and risk tolerance
- Conduct portfolio reviews, financial analysis, and ongoing plan adjustments to keep clients on track
- Maintain regular communication with clients, providing updates, guidance, and support during market changes or life events
- Analyze client financial data including assets, liabilities, cash flow, insurance, and tax considerations
- Prepare and implement financial planning recommendations and client deliverables
- Execute investment transactions including stocks, bonds, mutual funds, annuities, and insurance products
- Respond to client inquiries and independently manage issue resolution with appropriate follow-up
- Support business development efforts, including client relationship management and marketing initiatives
- Collaborate with the advisor to execute practice growth and client engagement strategies
- Monitor industry trends, planning strategies, and regulatory changes to inform recommendations
- Ensure adherence to all compliance and regulatory requirements
What We're Looking For - Ability to obtain Series 7, Series 66, and within 6 months of hire
- Completion of CFP® coursework or a degree/minor in Financial Planning preferred
- Aspiration to grow into a lead advisor role and build a book of business
- Strong communication skills with the ability to simplify complex financial concepts
- Relationship-driven mindset with a strong commitment to client service
- High level of integrity and sound professional judgment
- Analytical thinking and problem-solving capabilities
- Strong organizational skills with the ability to manage multiple priorities
- Self-motivated with the ability to work independently
- Team-oriented and collaborative approach
Compensation & Benefits - Compensation includes a base salary of $50,000 - $70,000, exempt, plus bonus and incentive opportunities based on performance and contribution, with overall compensation commensurate with experience and licensing.
- Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO
- Opportunities for professional development and career advancement
- Supportive, growth-oriented team environment
Location - White Plains, NY (in-office role)
Equal Opportunity Employer Bhashyam Wealth Management is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law. Applicants must be legally authorized to work in the U.S. without current or future visa sponsorship.
Associate Financial Advisor White Plains, NY | In-Office
Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team.
This role is a key part of our client advisory andplanning function-working closely with the lead advisor to deliver comprehensive financial planning and personalized advice. The ideal candidate is analytical, client-focused, and motivated to grow into a lead advisory role over time.
About Us At Bhashyam Wealth Management & Associates, our mission is to build lifelong, trusted relationships with our clients and their families. We provide proactive, personalized, and holistic financial planning guidance that simplifies complexity and empowers clients to confidently pursue their long-term goals.
What You'll Do - Partner with the lead advisor to develop and deliver comprehensive financial plans aligned with client goals and risk tolerance
- Conduct portfolio reviews, financial analysis, and ongoing plan adjustments to keep clients on track
- Maintain regular communication with clients, providing updates, guidance, and support during market changes or life events
- Analyze client financial data including assets, liabilities, cash flow, insurance, and tax considerations
- Prepare and implement financial planning recommendations and client deliverables
- Execute investment transactions including stocks, bonds, mutual funds, annuities, and insurance products
- Respond to client inquiries and independently manage issue resolution with appropriate follow-up
- Support business development efforts, including client relationship management and marketing initiatives
- Collaborate with the advisor to execute practice growth and client engagement strategies
- Monitor industry trends, planning strategies, and regulatory changes to inform recommendations
- Ensure adherence to all compliance and regulatory requirements
What We're Looking For - Ability to obtain Series 7, Series 66, and within 6 months of hire
- Completion of CFP® coursework or a degree/minor in Financial Planning preferred
- Aspiration to grow into a lead advisor role and build a book of business
- Strong communication skills with the ability to simplify complex financial concepts
- Relationship-driven mindset with a strong commitment to client service
- High level of integrity and sound professional judgment
- Analytical thinking and problem-solving capabilities
- Strong organizational skills with the ability to manage multiple priorities
- Self-motivated with the ability to work independently
- Team-oriented and collaborative approach
Compensation & Benefits - Compensation includes a base salary of $50,000 - $70,000, exempt, plus bonus and incentive opportunities based on performance and contribution, with overall compensation commensurate with experience and licensing.
- Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO
- Opportunities for professional development and career advancement
- Supportive, growth-oriented team environment
Location - White Plains, NY (in-office role)
Equal Opportunity Employer Bhashyam Wealth Management is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law. Applicants must be legally authorized to work in the U.S. without current or future visa sponsorship.
