Financial Planning Associate - Client Growth & Advisory

Jobtailor; Conshohocken (Montgomery County); On-site; USD 65,000 - 90,000; Full time

Job summary

Ameriprise Financial is seeking a motivated individual to work with an experienced advisor to build a personal book of business and develop ongoing financial planning relationships focused on clients’ goals.

You will support seasoned advisors, manage a pipeline of leads, and help deliver comprehensive financial plans while fostering strong client relationships and a differentiated client experience.

Qualifications

• Must develop and maintain financial planning relationships with clients.
• Strong data analysis to support recommendations and decisions.
• Ability to create differentiated client experiences and market plans.

Responsibilities

• Develop ongoing financial planning relationships focused on clients’ goals.
• Build pipeline of personal and professional contacts and new leads.
• Assist seasoned advisor(s) in helping clients achieve financial goals.
• Develop and execute marketing plans to achieve client acquisition goals.

Skills

Financial Planning

Data Analysis

Product Expertise

Marketing Plan Development

Business Operations Management

Outstanding Communication Skills

Team Collaboration

Accountability

Education

Four-year college degree

Job description

Ameriprise Financial is seeking a motivated individual to work with an experienced advisor to build a personal book of business and develop ongoing financial planning relationships focused on clients’ goals.

You will support seasoned advisors, manage a pipeline of leads, and help deliver comprehensive financial plans while fostering strong client relationships and a differentiated client experience.