Step into a dynamic and diversified experience as an assistant investment specialist in our Financial Planning Practice. This role provides investment opportunities through a variety of different projects.
- Run illustrations and hypotheticals
- Develop appropriate product deliverables
- Actively run, review and communicate practice investment reports
- Manage timelines and tracking for key calendar events (e.g. RMDs, tax filing deadlines, etc.)
- Monitor economy, markets, and world events to determine any required strategic rebalancing
- Provide and implement transaction/trade recommendations in compliance and Ameriprise firm standards
- Assist the paraplanner(s), associate financial advisor(s) and advisor(s) with ongoing/quarterly portfolio analysis and portfolio management
- Record all client follow-up appropriately (CRM and OFM)
- Punctual • Confidentiality
- Self-Management • Direct attention to detail and organization
- Effective communication with advisors/staff
- Effective and efficient time management
- Results and detail-oriented
- Technology - Microsoft Office
- Writing and branding materials - visually appealing
- Ability to work autonomously
- Ability to support and provide guidance for compliance
- Positive attitude and sincere willingness to constantly learn and grow
- Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
- College degree or higher or enrolled college student (Senior status, majoring in Business/Finance)
- At least 1 year experience in investment or wealth brokerage services
- Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including SIE, Series 7, Series 66, within 6 months of hire
- Option to participate in 401K with a 4% match - eligible after one year of service
- Option to participate in group disability policy
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.
We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Learn how you can build your career at Ameriprise Financial.
*Ameriprise Financial Q2 2020 Statistical Supplement
All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.
By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
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