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 and planning 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

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.

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

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