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Certified Financial Planning Associate

2 months ago

Bellevue, Washington, United States Ameriprise Financial - Washington Full time

Become a key member of a distinguished Wealth Management Team

Ameriprise Financial is seeking a committed Financial Planning Associate to enhance our Private Wealth Advisory Practice. This role is essential in supporting financial advisors and facilitating the financial planning journey for our clients.

Core Responsibilities:

  • 60% Financial Strategy & Solutions:
    • Draft initial financial planning strategies and product recommendations
    • Formulate investment portfolio suggestions tailored to client objectives
    • Design visual presentations for client consultations
  • 40% Client Engagement & Operations:
    • Maintain ongoing communication with clients throughout the planning stages
    • Address client inquiries and provide necessary information
    • Oversee and resolve service-related concerns
    • Participate in client meetings as required

Essential Skills:

  • Meticulous attention to detail and strong organizational skills
  • Excellent verbal communication and time management abilities
  • Professional and courteous phone etiquette
  • Compliance with industry regulations
  • Support adherence to compliance standards within the practice
  • Enthusiastic attitude and eagerness to learn

Qualifications:

  • Bachelor's degree or equivalent
  • Minimum of 2 years of relevant industry experience
  • Possession of Series 7, Series 66, and applicable state life, accident, and health insurance licenses

Compensation and Benefits Overview:

  • Annual Salary: $65,000-$70,000
  • Comprehensive medical, dental, and vision coverage
  • Eligibility for 401k contributions after six months of employment
  • Paid time off and recognized holidays