Wealth Management Associate

🔥 1 minute ago

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $55k - $65k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

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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

• Serve as a primary point of contact for routine client inquiries. • Support preparation for client meetings, including gathering and updating financial data. • Attend client meetings as needed and assist with follow-up actions. • Resolve client service requests in a timely and professional manner. • Prepare financial planning deliverables (charts, reports, and presentations). • Assist in developing portfolio recommendations aligned with client goals and risk tolerance. • Support portfolio reviews, reporting, and rebalancing activities. • Monitor account activity and assist with trade coordination. • Process new accounts, transfers, and account updates. • Coordinate with custodians and internal partners to complete account activity. • Maintain accurate client records and ensure compliance with regulatory requirements. • Support ongoing data management and reporting needs.

🎯 Requirements

• College degree preferred. • 2-5+ years of similar experience. • Experience with Salesforce CRM. • Experience with Envestnet and Thompson ONE. • Currently holds or is willing to obtain within 6 months of hire: Series 7, Series 66, and applicable state life, accident, and health insurance licenses.

🏖️ Benefits

• Health insurance • Dental insurance • Vision insurance • Paid Time Off (PTO) • SIMPLE IRA retirement plan