Ameriprise Financial

Ameriprise Financial is an award-winning financial services company helping clients feel confident about their financial futures. In business for over 125 years

Financial Planning Assistant

Location

Maryland

Posted

2 days ago

Salary

$30K - $60K / year

Seniority

Senior

Associate DegreeEnglish

Job Description

Financial Planning Assistant

Ameriprise Financial

• Collect and input clients’ financial situation in financial planning software • Support wealth management research, trading, performance tracking • Prepare for client meetings (deliverables, portfolio review, illustrations and opportunities) • Assist in new business processing and tracking • Deliver superior client services including initiating and editing client communications and overall support to advisors • Monitor compliance requirements and complete special projects and other duties as assigned

Job Requirements

  • Self-motivated with superb organization
  • Exceptional attention to detail
  • High ownership of responsibilities
  • Experience in client servicing
  • Proficient in financial planning software

Benefits

  • Development plan toward becoming an Associate Financial Advisor
  • Complete FINRA license exams – SIE, Series 7, Series 66 and insurance licenses within 90 days of hire.
  • Complete Accredited Portfolio Management Advisor (APMA) within 60 days of completion of SIE, Series 7, Series 66, and Life and Health.
  • Opportunities for greater compensation through bonuses based on growth of the practice.

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