Associate Financial Advisor

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 licensed financial professional who 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.

Unlike many advisor opportunities, this role is focused on financial planning, client relationships, and supporting an established client base. The position does not require prospecting, cold calling, or bringing in assets, making it ideal for someone who enjoys the planning side of wealth management and wants to continue developing their advisory skills.

As an Advisor Financial Associate, you will work directly with advisors and support staff to help deliver comprehensive financial planning and investment solutions to clients.

• Assisting advisors with client meeting preparation and follow-up
• Gathering and organizing financial planning data
• Preparing and maintaining financial plans and planning analyses
• Participating in client meetings as needed
• Building and maintaining client relationships
• Coordinating with attorneys, CPAs, and other professional partners
• Preparing account paperwork and ensuring timely processing
• Handling account administration and client service requests
• Maintaining detailed client records and compliance standards
• Learning and growing toward increased advisory responsibilities

• Active FINRA Series 7 and Series 66 (or 63/65 equivalent)
• Active Florida 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

• 1-7 years of experience in financial services
• Experience in financial planning, investments, insurance, banking, or client service
• Proficiency with CRM and financial planning software
• Strong organizational and multitasking skills
• Collaborative mindset and willingness to learn

• Direct mentorship from experienced financial advisors
• Hands-on exposure to comprehensive financial planning and wealth management
• Established client base and team support
• Professional development and career advancement opportunities
• Health insurance benefits
• Retirement plan with employer match
• Opportunity to grow into a lead advisory role

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, client-focused, and ready to take the next step in your financial advisory career, we encourage you to apply.

Submit your resume and cover letter to:

Megi.X.Little@ampf.com