What are the responsibilities and job description for the Financial Planning Assistant position at Ameriprise Financial Services, LLC?
We are seeking a bright, warm, and driven client facing Financial Planning Assistant to join our team. We are a financial planning firm providing a suite of wealth management services including comprehensive planning, investment, and risk management services. We specialize in servicing the affluent and small business markets. We are personally invested in helping clients achieve their goals and dreams.
The Financial Planning Assistant will be responsible for managing all aspects of client relationships and tailoring investment portfolios based on the clients’ financial planning goals, investment objectives and personal needs. Other responsibilities include opening and servicing existing accounts, doing investment analysis, financial plan management (data entry and plan construction) and risk analysis (life insurance and long-term care). This Assistant may want to grow and be on the path of becoming a Financial Advisor and becoming an integral part of the leadership team with equity.
Responsibilities
Work directly with the advisors and clients to increase growth and firm revenue
Independently manage client contacts and further client connections
Assist with the design of customized comprehensive financial plans, projections, and recommendations
Support clients in the implementation of collective recommendations, working collaboratively with the clients’ CPA and/or Estate Planning Attorney.
Assist with client meetings by reviewing/preparing notes, active participation, and ensuring action items are completed or distributed in timely manner
Assist with the execution of financial decisions to progress client servicing, coordinating with advisors and support staff
Assist with marketing campaigns by reviewing articles, ads, webinars/seminars
Assist with the sale and servicing of commission-based accounts (LI/LTC/Annuities)
Qualifications
Bachelor’s degree and technical knowledge in financial planning
Desired: Minimum of 4 years in a client facing role
Previous experience in the financial services industry.
Experience in commission business, accounting or economics
Strong accuracy and attention to detail
Expertise in financial planning software, including Microsoft Office suite and industry software like CRM
Excellent verbal and communication skills
Professional attitude and ability to operate in a versatile, fast paced environment
Experience with online calendars (CRM) and workflow programs to work collaboratively.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants 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.
Full-Time/Part-Time
Full time
The Financial Planning Assistant will be responsible for managing all aspects of client relationships and tailoring investment portfolios based on the clients’ financial planning goals, investment objectives and personal needs. Other responsibilities include opening and servicing existing accounts, doing investment analysis, financial plan management (data entry and plan construction) and risk analysis (life insurance and long-term care). This Assistant may want to grow and be on the path of becoming a Financial Advisor and becoming an integral part of the leadership team with equity.
Responsibilities
Work directly with the advisors and clients to increase growth and firm revenue
Independently manage client contacts and further client connections
Assist with the design of customized comprehensive financial plans, projections, and recommendations
Support clients in the implementation of collective recommendations, working collaboratively with the clients’ CPA and/or Estate Planning Attorney.
Assist with client meetings by reviewing/preparing notes, active participation, and ensuring action items are completed or distributed in timely manner
Assist with the execution of financial decisions to progress client servicing, coordinating with advisors and support staff
Assist with marketing campaigns by reviewing articles, ads, webinars/seminars
Assist with the sale and servicing of commission-based accounts (LI/LTC/Annuities)
Qualifications
Bachelor’s degree and technical knowledge in financial planning
Desired: Minimum of 4 years in a client facing role
Previous experience in the financial services industry.
Experience in commission business, accounting or economics
Strong accuracy and attention to detail
Expertise in financial planning software, including Microsoft Office suite and industry software like CRM
Excellent verbal and communication skills
Professional attitude and ability to operate in a versatile, fast paced environment
Experience with online calendars (CRM) and workflow programs to work collaboratively.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants 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.
Full-Time/Part-Time
Full time
