Financial Planning Assistant | Client-Focused Support

Ameriprise Financial Services; Melville (NY); On-site; USD 52,000 - 78,000; Full time

Job summary

Ameriprise Financial Franchise owner seeks a detail-oriented Financial Planning Assistant to support a fast-paced advisory practice. You will gather client information, help prepare preliminary financial plans, and develop materials for client meetings, while maintaining strict confidentiality and professional ethics.

The role emphasizes teamwork with financial advisors, accuracy in planning data, and ongoing practice management tasks in a client-focused environment.

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.
• Ability to manage multiple priorities in a deadline-driven environment.
• Willingness to learn financial planning concepts and industry requirements.

Responsibilities

• Gather, organize, and review client 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.
• Perform additional allowable responsibilities assigned by the financial advisor based on the evolving needs of the practice.

Skills

Attention to detail

Organizational & time-management

Verbal & written communication

Analytical & problem-solving

Independent & collaborative work

Client-focused service mindset

Willingness to learn financialPlanning

Education

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

Tools

Microsoft Office

CRM systems

Financial planning software

Job description

Ameriprise Financial Franchise owner seeks a detail-oriented Financial Planning Assistant to support a fast-paced advisory practice. You will gather client information, help prepare preliminary financial plans, and develop materials for client meetings, while maintaining strict confidentiality and professional ethics.

The role emphasizes teamwork with financial advisors, accuracy in planning data, and ongoing practice management tasks in a client-focused environment.