Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.
50%
Meeting Prep and Follow up
Enter client data into Financial Planning Tool Suite
Run illustrations and hypotheticals for use in client meetings
Perform analysis and prepare preliminary financial planning recommendations for advisor review
Build preliminary agenda for client service meetings
Request documents from client ahead of meetings
Work with clients after meetings to follow up on outstanding service items
50%
Client Care / Business Management
Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
Review and update client information as needed for client review meetings. Attend and participate in client meetings as necessary.
Service, manage and resolve client issues.
Perform other allowable duties as assigned by the financial advisor(s)
Utilize existing systems and processes to ensure that all client communication and required follow up is documented
Manage incoming emails and phones calls, routing them to the correct person to complete the client request
Work with home office to ensure accurate account setup and resolve issues
Schedule meetings or appointments
Communicate with clients, provide account information, perform basic client level account maintenance, scheduling and escalation of client service requests, as necessary
Key Traits of a Successful Financial Planning Specialist:
Independent and confident self-starter who can work well with minimum supervision
Able to work in a fast-paced environment while managing multiple tasks/projects with competing deadlines and priorities
Excellent professional development skills such as teamwork and collaboration, work planning, time management and prioritization
Direct attention to detail and organization
Strong organizational and computer skills
Effective communication with clients and other advisors/staff
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
Positive attitude and sincere willingness to constantly learn and grow
College degree or higher
2+ years of similar experience
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
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