Financial Planning Associate

2 months ago

Midvale, Utah, United States Ameriprise Financial Full time
About the Role

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

Key Responsibilities
  • Client Support: Assist advisors in servicing clients by preparing financial plans, conducting investment research, and completing trades and transactions as described by the advisor.
  • Meeting Preparation: Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings, and providing vital follow-up.
  • New Business Processing: Ensure new business paperwork is submitted efficiently, including preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications, and coordination of rollovers.
  • Marketing Events: Coordinate marketing events, including organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation, and managing event marketing reimbursement.
  • Administrative Support: 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
  • Education: Bachelor's degree or equivalent.
  • Experience: 3-5 years of relevant experience required.
  • Professional Certifications: Series 7 or ability to obtain within 150 days, state securities agent registration (S63 or S66) or ability to obtain within 150 days, and experience working in a client service environment.
  • Skills: 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.
  • Preferred Qualifications: State IAR registration (S65 or S66) or ability to obtain within 150 days, life, accident, and health licenses & variable contracts or ability to obtain within 150 days.
About Our Company

Ameriprise Financial is a diversified financial services leader with more than $1 trillion in assets under management and administration. 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.

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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