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Ameriprise Financial, Inc

Paraplanner/Associate Financial Advisor

Ameriprise Financial, Inc.
United States, Edina
Posted about 6 hours ago Permanent Competitive
Paraplanner/Associate Financial Advisor
Our well-established Private Wealth Advisory team of Ameriprise Financial is looking to hire the right individual to help service and grow our thriving financial advisory practice. The ideal individual has strong ethics, confidence in their abilities, good communication skills, and is willing to learn and grow. The immediate responsibility of this role is to provide key support for the lead financial advisor, while learning how to provide exceptional service and advice to clients. The development opportunity over time for the individual in this role would be to transition to be a financial advisor.

Responsibilities

Role:
  • Participate in meetings with clients, taking notes, documenting follow up items, as well as relaying activities and tasks to other staff.
  • Build relationships with clients to better serve and support them.
  • Analyze client financial situations and develop financial plans.
  • Write financial planning summary letters.
  • Follow-up on client calls and requests.
  • Support market research and portfolio management.
Key traits and skills:
  • Team player with hard work ethic, integrity, humility, and ability to work well with others
  • Positive attitude and sincere desire to learn and grow
  • Attention to detail
  • Strong organizational and computer skills
  • Effective communicator
  • Strong time management and task prioritization skills
  • Polite and clear phone manner
  • Willingness to adhere to compliance rules and regulations as stated and required by advisor and FINRA


Required Qualifications

Education, experience, and other designations preferred:
  • College degree or higher
  • 2+ years of similar experience preferred but not necessary
  • Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses
  • Ideally some financial planning experience and have, or be willing to obtain, the Certified Financial Planning practitioner certificate.


About Our Company

With the right company, life can Be Brilliant®. 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 and we can Be Brilliant® together.

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.
Job ID  24828BR
ABOUT COMPANY
United States, Minneapolis
Private Banking / Wealth Management
For 125 years, Ameriprise has remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full a...
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