ForFutures Financial Planning
A private wealth advisory practice of Ameriprise Financial Services, LLC
Employment Opportunity for:
Financial Advisor, CERTIFIED FINANCIAL PLANNER® (CFP®)
Paraplanner, CERTIFIED FINANCIAL PLANNER® (CFP®)
Full-Time
About Us
We are a client-centric financial planning practice dedicated to helping individuals and families make confident, well-informed financial decisions. Our approach is rooted in comprehensive planning, long-term relationships, and personalized guidance.
The Opportunity
We are seeking a CERTIFIED FINANCIAL PLANNER® (CFP®) professional to join our growing team to serve as either a Paraplanner or Financial Advisor. This role is ideal for those who values deep client relationships, collaborative teamwork, holistic financial planning and looking for a competitive salary with incentivized compensation.
You will work closely with our clients to develop and implement comprehensive financial planning while partnering with other advisors and support staff to deliver a high-quality client experience and further deepening relationships. Additionally, there may be potential to grow your own client base.
Key Responsibilities
· Develop and deliver comprehensive financial planning approach across retirement, investments, tax planning strategies, estate, insurance, and cash-flow planning
· Conduct client meetings and provide ongoing planning guidance and recommendations
· Analyze financial data and create clear, actionable planning strategies
· Collaborate with advisors, investment teams, and operations staff
· Monitor client progress and adjust plans as goals or circumstances change
· Stay current on financial planning strategies, regulations, and best practices
Qualifications
· CFP® certification required
· Bachelor’s degree in finance, economics, business, or related field preferred
· 5+ years of financial planning or advisory experience (flexible based on fit)
· Strong knowledge of retirement, investment, tax, and estate planning
· Excellent communication and interpersonal skills
· High ethical standards and a client-first mindset
· Experience with financial planning software (e.g., eMoney, MoneyGuidePro) a plus
What We Offer
· Competitive salary and incentive compensation
· Health and 401(k)
· Paid time off and holidays
· Continuing education and professional development support
· Collaborative team culture with long-term growth opportunities
Why Join Us?
- Focus on holistic financial planning over product sales
- Build meaningful, long-term client relationships
- Join a supportive, growth-oriented team
- Make a lasting impact on clients’ financial lives
To Apply
Please submit your resume and a brief cover letter describing your interest to our Practice Manager at jacquelyn.haas@ampf.com.
Ameriprise Financial Services, LLC, is an Equal Opportunity Employer.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2026 Ameriprise Financial, Inc. All rights reserved.
8943495ACMR0626
Benefits:
- 401(k) matching
- Health insurance
- Paid time off
Work Location: In person
