Financial Planning Assistant - Path to Associate Advisor (In-Office)

Jambalaya Group; Rochester (MN); Presencial; USD 39.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive wage

Paid time off

Health insurance

Retirement benefits

Licensing support

Mentorship

Weekday schedule

In-office Rochester

Descripción de la vacante

Ameriprise Financial Services Rochester, MN is seeking a Financial Planning Assistant to deliver exceptional client service, support practice operations, and prepare materials for client meetings. This role offers potential progression toward an Associate Financial Advisor as you gain experience and pursue licensing.

You will learn Ameriprise technology, collaborate with advisors, and grow a long-term career in financial services within a supportive practice environment.

Formación

• Bachelor's degree in Business, Finance, Economics, Communications, or a related field preferred.
• Strong interest in building a long-term career in financial services.
• Excellent communication and relationship-building skills.
• Strong organization, attention to detail, and ability to manage multiple priorities.
• Professional presence and commitment to providing exceptional client service.
• Curiosity, coachability, and willingness to learn.
• Ability to work effectively as part of a collaborative team.
• Interest in learning about financial planning and wealth management.
• Willingness to pursue industry licensing if the role develops toward additional advisor responsibilities.

Responsabilidades

• 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.

Conocimientos

Communication

Relationship building

Organization

Attention to detail

Team collaboration

Client service

Willingness to learn

Educación

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

Herramientas

CRM

Client Viewer

MoneyGuide

Descripción del empleo

Ameriprise Financial Services Rochester, MN is seeking a Financial Planning Assistant to deliver exceptional client service, support practice operations, and prepare materials for client meetings. This role offers potential progression toward an Associate Financial Advisor as you gain experience and pursue licensing.

You will learn Ameriprise technology, collaborate with advisors, and grow a long-term career in financial services within a supportive practice environment.