Wealth Management Paraplanner - Portfolio & Trading Support

00001 Ameriprise Financial Inc; Kentucky; Presencial; USD 105.000 - 115.000; Jornada completa

Descripción de la vacante

Ameriprise Financial in Kentucky seeks an experienced financial advisor to handle investment and portfolio management, client service, and comprehensive compliance tasks. The role requires Series 7 & 66 licenses and wealth management experience, with a focus on strong communication and trading knowledge.

The position offers base pay of $105K–$115K per year, full-time, and potential career growth through financial planning and advisory support within an Ameriprise Franchise.

Formación

• Series 7 and 66 licenses required.
• Wealth management experience.
• Willingness to become a financial advisor.
• Strong communication and trading knowledge.
• Familiarity with Tompson & Vestmark platforms preferred.

Responsabilidades

• Trade extensively and manage portfolios.
• Provide investment recommendations and rebalance models.
• Assist clients with investment requests and transactions.
• Ensure compliance with trading policies and licenses.
• Support financial planning data updates and insurance planning.

Conocimientos

Series 7 & 66 licensing

Wealth management experience

Desire to become a financial advisor

Strong communication

Trading knowledge

Investment knowledge

Organization

Attention to detail

Tompson & Vestmark

Herramientas

Tompson & Vestmark trading platforms

Descripción del empleo

Ameriprise Financial in Kentucky seeks an experienced financial advisor to handle investment and portfolio management, client service, and comprehensive compliance tasks. The role requires Series 7 & 66 licenses and wealth management experience, with a focus on strong communication and trading knowledge.

The position offers base pay of $105K–$115K per year, full-time, and potential career growth through financial planning and advisory support within an Ameriprise Franchise.