Financial Planning Associate

20 hours ago

Seattle, Washington, United States Ameriprise Financial Full time

About the Role:

As a Registered Client Service Associate at Ameriprise Financial, you will play a vital role in providing dedicated support to high-producing advisors. Your analytical skills and attention to detail will be essential in preparing portfolio materials for client meetings and building financial plans. You will also lead client interactions to retain and develop deeper relationships, ensuring a personalized experience for our clients.

Key Responsibilities:

  • Assist advisors in servicing clients, including preparing financial plans, conducting investment research, and completing trades and transactions as described by the advisor.
  • Prepare and summarize client meetings by scheduling and confirming meetings, entering data into the contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings, and providing vital follow-up.
  • Ensure new business paperwork is submitted efficiently, including preparation of forms and documentation for submission to the 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 the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and new business correspondence and alerts.

Required Qualifications:

  • Bachelor's degree or equivalent.
  • 3-5 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 can work with a team.
  • Strong computer and software skills.

About Our Company:

Ameriprise Financial is a diversified financial services leader with more than $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 more than 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.

Base Pay Salary:

Washington State Residents Only: The estimated hourly rate for this role is $29.61-$39.95 per 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.

Full-Time/Part-Time:

Full-time

Exempt/Non-Exempt:

Non-exempt

Job Family Group:

Business Support & Operations

Line of Business:

AAG Ameriprise Advisor Group

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