Financial Planning Assistant

Job Description

Join our team serving others with Golden Rule Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc. with offices in Maryland and Virginia. In this virtual position, you will be responsible for representing the company in a positive, professional manner as you interface daily with clients.

Responsibilities

• Collect and input clients’ financial situation in financial planning software.
• Support wealth management research, trading, performance tracking, etc.
• Prepare for client meetings (deliverables, portfolio review, illustrations, and opportunities)
• Assist in new business processing and tracking.
• Deliver superior client services including initiating and editing client communications, responding to client requests and overall support to advisors and various professionals.
• Follow work priorities, ensure deadlines are met and procedures are followed.
• Monitor compliance requirements and complete special projects and other duties as assigned.

Development Plan

• Complete FINRA license exams – SIE, Series 7, Series 66 and insurance licenses within 90 days of hire.
• Complete Accredited Portfolio Management Advisor (APMA) within 60 days of completion of SIE, Series 7, Series 66, and Life and Health.
• Develop technical knowledge and communication skills with the mentoring financial advisor through apprenticeship in every part of the client service process.

Compensation

• The primary compensation for this role will be a base salary.
• The estimated base salary for this role is $30,000 - $60,000.
• Base salaries are determined in part based on job-related knowledge, skills, experience, and geographical work location.
• Once licenses and AMPA designation are complete there will be an increase.
• As the individual grows and develops their skills as an Associate Financial Advisor, there will be the opportunity for greater compensation, in the form of a bonus, based on the growth of the practice and the clients they service.

About the Role

This position is with an Ameriprise Financial Franchise owner.

Qualifications

• Self-motivated with superb organization, exceptional attention to detail, and high ownership of their responsibilities to help build and maintain strong client relationships.

Benefits

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. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities.

Schedule

Full-Time/Part-Time

Pay

Base Pay Salary $30-$60K will be the salary