Financial Planning Assistant — Advisor Support & Growth

RiverSource Life Insurance Company; Melville (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Ameriprise Financial in Melville, NY is seeking a detail-oriented Financial Planning Assistant to support a fast-paced advisory practice. You will gather client information, assist with preliminary financial plans, prepare client materials, and contribute to planning projects while upholding confidentiality and compliance.

The role emphasizes organization, analytical skills, and strong client service. On-site position with opportunities to engage with experienced professionals in a collaborative

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• Strong attention to detail and commitment to accuracy.
• Excellent organizational and time-management skills.
• Effective verbal and written communication skills.

Responsibilities

• Gather, organize, and review client financial information for completeness and accuracy.
• Assist financial advisors with the preparation of preliminary financial plans and planning recommendations.
• Prepare charts, graphs, tables, reports, and other materials for client review and implementation meetings.
• Assist with developing preliminary portfolio and product recommendations aligned with each client’s goals, time horizon, and risk tolerance.
• Update client information and financial planning materials in preparation for periodic review meetings.
• Track outstanding planning items, documents, and follow-up activities.

Skills

Attention to detail

Organizational skills

Verbal and written communication

Time management

Analytical thinking

Independent worker

Team collaboration

Regulatory compliance

Education

Bachelor’s degree or equivalent combination of education and relevant experience

Tools

Microsoft Office

CRM systems

Financial planning software

Job description

Ameriprise Financial in Melville, NY is seeking a detail-oriented Financial Planning Assistant to support a fast-paced advisory practice. You will gather client information, assist with preliminary financial plans, prepare client materials, and contribute to planning projects while upholding confidentiality and compliance.

The role emphasizes organization, analytical skills, and strong client service. On-site position with opportunities to engage with experienced professionals in a collaborative