Financial Planning Assistant

Job DescriptionJob Description

Our Culture:

Our practice is guided by strong values and principles, committed to delivering excellent advice with integrity, honesty, thoughtfulness, and care. Our advisor has been named to the Forbes Best-in-State Wealth Advisor list for seven consecutive years. This is a reflection of the hard work and exceptional teamwork of each member on our team. The mission of our practice is to help clients achieve their dreams for generations to come through personalized service and deep expertise.

Position Description:

• Provide client relationship support for existing high net worth professionals and small business owners

·         Conduct financial analysis and review of each client specific situations to support the advisors for the client meetings

·         Leverage your client service expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues

• Coordinate with CPAs, Attorneys, and Pension Administrators to ensure effective implementation of strategies and advice

Desired Qualifications:

• Strong commitment to our team’s core values of integrity, honesty, thoughtfulness, and care
• Ability to assess client financial situations and explore financial planning solutions including analyze portfolios
• Ability to adhere to rules and regulations as required by the advisor, Ameriprise Financial, and FINRA
• Bachelor’s Degree required; CFP
• 2 to 4 years of experience in analytical roles that require strong communication and interpersonal skills
• Proficiency with Microsoft Excel and PowerPoint
• Obtained (or have ability to obtain once employed) FINRA Series 7, 63 and/or 66 required

Desired Skills:

• Strong analytical skills with ability to do independent research and meticulous attention to detail
• Motivated team player and sincere willingness to constantly learn and grow
• Strong interpersonal communication and time management skills

Benefit Package

• Stability and opportunity for growth and development within a successful growing practice
• Competitive base salary & benefits, Salary Range: $65,000-$85,000
• Company-sponsored 401k and profit-sharing plan
• Tuition reimbursement for career development
• Medical benefits
• Fun Perks: Holiday Celebrations, Team Social Events, and Employee Enrichment Trainings/Activities