271 Financial Planning Assistant Jobs in United States

Ameriprise Financial
Pensacola, FL | Full Time
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Financial Planning Assistant

Full Time | Business Services 2 Months Ago

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on client acquisition and deepening client relationships. The planning assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. This position allows the advisor the assurance he needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines. This role provides client relationship and general practice management support by preparing presentations, preparing client communications, and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business as-usual projects such as organizing the logistics of a client seminar.
  • Answer questions and provide readily available information to clients, as it relates to servicing their accounts.
  • Help to maintain client management system and data entry.
  • Prepare for client appointments: Preparation of client agendas, research information needed for upcoming appointments, and any other client and prospect tasks as assigned.
  • Attend and participate in client meetings if necessary.
  • Conduct transaction requests as directed by financial advisors.
  • Manage and resolve client service problems.
  • Work with home office to ensure accurate account setup, transaction execution and resolve issues.
Qualities of a Successful Financial Planning Assistant:
  • Direct attention to detail and organization.
  • Effective communication with clients and other advisors/staff.
  • Effective and efficient time management.
  • Polite and clear phone manner.
  • Ability to multi-task.
  • Ability to support and provide guidance for compliance within the advisor’s practice.
  • Positive attitude and sincere willingness to constantly learn and grow.
Education and Other Designations:
  • High School Diploma (Required), College Education (Preferred)
  • 2 years of similar experience.
Benefits:
  • Competitive salary from $35,000.00 per year
  • Paid vacation time and company observed holidays
  • Excellent training opportunities to increase your knowledge within the industry through
  • our licensing reimbursement program.
  • Professional Career Development Plan – We work with you to identify your desired
  • career path and provide growth opportunities within our practice.
  • Being a part of a team that truly cares for their clients and one another!
  • Team culture and our environment is VERY important to us – honesty, integrity,
  • excellence, supportive, communicative, collaborative, encouraging, engaging and fun!

WEBSITE

ameriprise.com

HEADQUARTERS

MINNEAPOLIS, MN

SIZE

7,500 - 15,000

FOUNDED

1987

CEO

JAMES M CRACCHIOLO

REVENUE

$10B - $50B

INDUSTRY

Business Services

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About Ameriprise Financial, Inc.

Ameriprise Auto & Home Insurance sells auto, home, condo, renters, specialty and umbrella insurance. Founded in 1987, we sell insurance directly to clients. We generally market our products in partnership with some of the worlds most well-known companies. These companies share our values: price products competitively and handle every client with care To learn more about our company, visit www.Ameriprise.com/auto-home or call 1.800.535.2011. *Ameriprise Auto & Home Insurance is the marketing name of IDS Property Casualty Insurance Company and Ameriprise Insurance Company, De Pere, WI, both of w...hich have sole financial responsibility for their own products. Insurance is underwritten by either company, depending on the state. The Ameriprise Auto & Home Insurance Agency places policies with unaffiliated insurers. Each insurer is solely responsible for the claims on its policies and pays the Agency for policies sold. Prices, coverages and privacy policies vary among these insurers. Both companies and the agency are subsidiaries of American Family Insurance Mutual Holding Company, which acquired both companies and the agency from Ameriprise Financial, Inc. in 2019. The terms Ameriprise Auto & Home Insurance, Ameriprise Insurance, Ameriprise Insurance Company and IDS Property Casualty Insurance Company are being used by American Family Insurance Mutual Holding Company under a license from Ameriprise Financial on a temporary basis. Ameriprise Auto & Home Insurance and the associated logo is a registered trademark of Ameriprise Financial, Inc. which is being used under license. Specific products may vary and may not be available in all states in accordance with state filings and applicable law. Insurance availability may vary by region or state. Discounts and savings vary by state and apply to certain coverages. Certain restrictions and limitations apply. IDS Property Casualty Insurance Company's California license number is 3726-7. More
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The job skills required for Financial Planning Assistant include Attention to Detail, Planning, Presentation, Logistics, client service, client relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planning Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planning Assistant. Select any job title you are interested in and start to search job requirements.

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