Advisor Assistant

Basecamp Financial Planners, a private wealth advisory practice of Ameriprise Financial Services, is adding an Advisor Assistant to the team. The person in this role will support one of the three client-facing advisors in our practice.
This is a full-time, office-based position. Working hours follow our office hours (M-Th 8 AM – 5 PM, Fr 8 AM – 3 PM) except in the event the advisor is meeting with clients after 5 PM. Candidates are not required to have licenses and securities registrations upon joining the team, but may be encouraged to pursue their SIE, Series 7, Series 66, Resident State Life and Health insurance licenses within 6-12 months of joining the practice.
Candidates will undergo fingerprinting and a background check once a job offer has been made. The offer is contingent upon the results of the background check and fingerprinting process.
Salary: starting at $20/hour, depending on experience, qualifications, and/or licenses held
Please attach resume during application process.

Primary Job Responsibilities

• Manage work schedule to accommodate advisor’s client meetings scheduled outside of office hours as needed

• Manage advisor’s emails and phone messages

• Meeting prep for advisor’s client meetings

• Sit in on client meetings, take notes, and work with team to ensure timely completion of follow-up tasks

• Prepare and deliver meeting summary letters

• Manage financial planning relationship for advisor’s clients, including preparation of financial planning recommendations

• Insurance quotes and reprojections for advisor’s clients

• Assist team with client service: answering phone calls, greeting clients, scheduling appointments

• Some travel may be expected

Must-Have Qualifications & Attributes

• Customer service mindset – pleasant, helpful, welcoming, empathetic

• Positive, cheerful, warm attitude

• Willingness to constantly learn and grow

• Action-oriented

• Efficient and focused, effective time management

• Ability to multitask and balance competing priorities

• Organized and detail-oriented, thorough

• Strong communication skills

• Creative, proactive problem solver

• Hard working, able to work independently

• Ability to follow established processes and systems

• Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise Financial

• Ability to support and provide guidance for compliance within the practice

• Legally authorized to work in the United States

Education

• Bachelor’s degree or higher

Licenses (preferred)

• SIE, Series 7, Series 66, Resident State Life and Health insurance licenses

Benefits

• SIMPLE IRA plan

• Paid time and holidays off

• Individual and Team Incentives

• Access to group health and dental insurance plan

Job Type: Full-time

Pay: From $20.00 per hour

Expected hours: No more than 40 per week

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.

Full time