Paraplanner/Advisor Analyst Paraplanner/Advisor Analyst …

Ameriprise Financial, Inc.
in Austin, MN, United States
Permanent, Full time
Be the first to apply
Competitive
Ameriprise Financial, Inc.
in Austin, MN, United States
Permanent, Full time
Be the first to apply
Competitive
Paraplanner/Advisor Analyst
Job Description

Successful Financial Planning firm is looking for a career driven individual to join our team in our Austin officelocation.
Qualified Candidates need to be able to multi-task in a fast paced working environment. Requires strong attention to detail, excellent communication, typing and computer skills. Business Office experience and Microsoft Office knowledge is helpful.

Responsibilities

  • The ideal candidate would have motivation to learn internal systems and brokerage platforms and work well both independently and in a team setting.
  • Job duties include document preparation, case preparation and consulting, trades, investment screening and analysis, portfolio design and development.


Required Qualifications

  • Position does require Series 7, Series 66 and State of MN Insurance license either at the time of hire or within 12 months of hire date.
  • Compensation package includes salary, bonus potential, retirement plan benefits.
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