Retirement Planning Assistant

Ameriprise Financial Services, LLC; Leesburg (FL); On-site; USD 38,000 - 56,000; Full time

Job summary

Ameriprise Financial is seeking an entry-level RP Specialist to support the financial advisor team in Florida, helping clients plan for retirement and ensuring a fast-paced, client-focused planning office runs smoothly.

You will gather and analyze client data, prepare preliminary financial plans, coordinate with clients and third-party partners, and assist with practice management tasks while upholding high standards of ethics and regulatory compliance.

Qualifications

• College degree or 1+ years of experience in the financial industry.
• Direct attention to detail and organization.
• Ability to apply innovative thinking to client data and planning.

Responsibilities

• Assist financial advisor team in working with clients to help achieve financial goals.
• Gather, input, and maintain client data within planning tools.
• Prepare preliminary financial plans and client deliverables.
• Coordinate with clients and third-party planning partners.
• Support compliance and practice-management tasks as needed.

Job description

Ameriprise Financial is seeking an entry-level RP Specialist to support the financial advisor team in Florida, helping clients plan for retirement and ensuring a fast-paced, client-focused planning office runs smoothly.

You will gather and analyze client data, prepare preliminary financial plans, coordinate with clients and third-party partners, and assist with practice management tasks while upholding high standards of ethics and regulatory compliance.