Financial Planning Assistant: Path to Advisor

Ameriprise Financial Services, LLC; Rochester (MN); On-site; USD 39,000 - 52,000; Full time

Benefits offered by this job

Competitive wage

Paid time off

Health insurance available

Retirement benefits

Professional development and licensing

Mentorship and career development

Monday–Friday schedule

In-office Rochester, MN

Job summary

The Ameriprise Financial Services Advisor in Rochester, MN is seeking a Financial Planning Assistant to join the team. This role focuses on delivering exceptional client service, supporting routine practice operations, and helping ensure a positive client experience.

Successful candidates will have a strong interest in financial services, be eager to learn, and may have the opportunity to grow toward an Associate Financial Advisor role over time as they gain experience and licensing.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Communications, or related field preferred.
• Strong interest in building a long-term career in financial services.
• Excellent communication and relationship-building skills.
• Strong organization and ability to manage multiple priorities.
• Willingness to pursue industry licensing if the role develops toward advisor responsibilities.

Responsibilities

• Serve as a trusted point of contact for clients and provide an exceptional client experience.
• Assist clients with account service needs, paperwork, and financial planning-related requests.
• Prepare materials for client meetings and assist with follow‑up activities.
• Maintain accurate client records and documentation.
• Learn and utilize Ameriprise technology, including CRM, Client Viewer, MoneyGuide, and other practice tools.
• Support day‑to‑day practice operations and workflow.
• Coordinate with advisors and team members to ensure client needs are handled accurately and efficiently.
• Develop a strong understanding of the client experience and financial planning process.
• As appropriate, gain exposure to advisor responsibilities and financial planning activities.
• Take on additional responsibilities as skills, experience, and interests develop.

Skills

Client service

Communication

Organization

Teamwork

Curiosity/coachability

Licensing pursuit

Education

Bachelor's degree in Business, Finance, Economics, Communications, or related field

Tools

CRM

Client Viewer

MoneyGuide

Job description

The Ameriprise Financial Services Advisor in Rochester, MN is seeking a Financial Planning Assistant to join the team. This role focuses on delivering exceptional client service, supporting routine practice operations, and helping ensure a positive client experience.

Successful candidates will have a strong interest in financial services, be eager to learn, and may have the opportunity to grow toward an Associate Financial Advisor role over time as they gain experience and licensing.