What are the responsibilities and job description for the Financial Advisor position at Mc Cabe & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC?
Looking to grow your advisory practice with the support of an established, relationship-driven team?
Experienced Financial Advisor – Growth-Focused Opportunity
Overview
If you’re an experienced Financial Advisor who has built momentum—and want an environment that supports continued growth—this could be worth a conversation.
We’re an established, relationship-driven practice seeking an advisor who brings an existing book of business or a proven ability to develop one. This role is designed for someone who wants to grow their practice with the support of an experienced team and strong operational infrastructure.
Key Responsibilities
• Manage and grow your client relationships with a long-term, planning-focused approach
• Lead financial planning conversations and deliver tailored strategies
• Develop new business through referrals, networking, and personal connections
• Implement investment and portfolio strategies aligned with client goals
• Collaborate with a dedicated support team to enhance the client experience
• Maintain high standards of professionalism, compliance, and ethics
Qualifications
• 5 years of financial advising or wealth management experience
• Existing book of business or demonstrated success in business development
• Series 7 and Series 66 (or equivalent), plus insurance licenses
• Strong relationship-building and communication skills
• Entrepreneurial mindset with a commitment to growth
• Organized, detail-oriented, and client-focused
Why Advisors Consider This Opportunity
• Grow your practice within a supported, established environment
• Dedicated administrative and operational support
• Consistent planning philosophy and service model
• Collaborative, professional team culture
• Ability to focus on long-term client relationships—not just transactions
Work Environment
Primarily in-office, with occasional local travel for client meetings. You’ll work alongside an experienced practice leader and a collaborative team.
Let’s Connect
We understand that experienced advisors are often not actively looking. If you’re open to exploring how your current environment supports your long-term growth, we’re happy to have a confidential, no-pressure conversation.
Compliance & Disclosures
This position is with an independent Ameriprise Financial franchise practice. Ameriprise Financial Services, LLC is not affiliated with this opportunity and does not supervise the day-to-day activities of the franchise practice.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC.
- Equal Opportunity Employer.