Financial Planning Assistant

🕒 Yesterday

🦀 Maryland – Remote

🦀 Maryland – Remote

💵 $30k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Ameriprise Financial Services, LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1894

💸 Finance

💳 Fintech

Finance • Fintech

Ameriprise Financial Services, LLC is a leading provider of personalized financial planning and advice. The company emphasizes one-to-one financial advice to help clients reach their unique financial goals and offers complimentary consultations with its financial advisors. Ameriprise is well-regarded in the investment industry, providing award-winning service focused on client satisfaction. With the support of their Investment Research Group, Ameriprise advisors provide clients with objective research, actionable investment strategies, and ongoing market and economic analysis. The company also prioritizes online security and privacy for clients accessing their accounts and financial documents online.

📋 Description

• 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

🎯 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.