Financial Planning Assistant: Client-Focused & Detail-Driven

Ameriprise Financial Services, LLC; Melville (NY); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Ameriprise Financial is seeking a diligent Financial Planning Assistant to support a fast-paced advisory practice. You will gather client data, help prepare preliminary financial plans, and develop materials for client meetings while maintaining confidentiality and high professional standards.

Ideal candidates are detail-oriented, organized, and able to manage multiple priorities, with strong communication skills and a willingness to learn financial planning concepts.

Qualifications

• Bachelor’s degree or equivalent combination of education and relevant experience.
• Strong attention to detail and commitment to producing accurate work.
• Excellent organizational and time-management skills.
• Effective verbal and written communication skills.
• Ability to manage multiple priorities in a deadline-driven environment.
• Strong analytical and problem-solving capabilities.
• Ability to work independently while contributing effectively to a collaborative team.
• Professional and courteous approach when communicating with clients and colleagues.
• Willingness to learn financial planning concepts, systems, products, and industry requirements.
• Ability to maintain confidentiality and follow established compliance procedures.

Responsabilités

• 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.
• Participate in client meetings when appropriate and assist with documenting next steps.
• Complete financial planning projects and research assignments at the direction of the financial advisor.
• Provide timely, professional, and courteous support to clients.
• Maintain accurate and current client information within the practice systems.
• Support the preparation and delivery of client Goals
• Coordinate and track ongoing projects, deadlines, and advisor requests.
• Handle confidential client and business information with discretion.
• Follow all applicable legal, regulatory, company, and practice requirements.

Connaissances

Attention to detail

Time management

Analytical thinking

Communication skills

Independent worker

Formation

Bachelor’s degree or equivalent

Description du poste

Ameriprise Financial is seeking a diligent Financial Planning Assistant to support a fast-paced advisory practice. You will gather client data, help prepare preliminary financial plans, and develop materials for client meetings while maintaining confidentiality and high professional standards.

Ideal candidates are detail-oriented, organized, and able to manage multiple priorities, with strong communication skills and a willingness to learn financial planning concepts.