Financial Planning Assistant

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.

Pay

• $46,000-$60,000 a year

Benefits

• 401(k)

• Health Insurance

• Paid time off

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