Financial Planning Associate

2 weeks ago

Honolulu, Hawaii, United States Threadneedle group Full time
Job Summary

We are seeking a highly skilled and detail-oriented Financial Planning Associate to join our team. As a key member of our client service team, you will play a critical role in providing exceptional support to our advisors and clients.

Key Responsibilities
  • Assist advisors in servicing clients, including preparing financial plans, conducting investment research, and completing trades and transactions.
  • Prepare and summarize client meetings, including scheduling and confirming meetings, entering data into our contact manager, building agendas and summaries, and providing vital follow-up.
  • Ensure new business paperwork is submitted efficiently, including preparation of forms and documentation for submission to our home office, acquisition of appropriate signatures, tracking of new insurance applications, and coordination of rollovers.
  • Coordinate marketing events, including organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation, and managing event marketing reimbursement.
  • Provide general administrative duties, such as answering advisors' phones, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and new business correspondence and alerts.
Requirements
  • Bachelor's degree or equivalent.
  • 5 years of relevant experience required.
  • Series 7 or ability to obtain within 150 days.
  • State securities agent registration (S63 or S66) or ability to obtain within 150 days.
  • Experience working in a client service environment.
  • Detail-oriented, strong math, and analytical skills.
  • Good organization and time management skills.
  • Able to manage multiple priorities and prioritize effectively.
  • Able to independently work with minimal direct supervision.
  • Able to communicate with all levels within the organization.
  • Process-oriented and able to work with a team.
  • Strong computer and software skills.
About Our Company

We are a diversified financial services leader with over $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries advises and manages assets and income of over 2 million individual, small business, and institutional clients.

We are a longstanding leader in financial planning and advice, a global asset manager, and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments, and RiverSource Insurance and Annuities.

Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions, and communities around the world.

Pay and Benefits

The estimated hourly rate for this role is $33.35/hour. Base salaries are determined, in part, based on job-related knowledge, skills, experience, and geographical work location.

In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role.

We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law.

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