Key Responsibilities:
Assist advisor in servicing clients, which includes preparing financial plans, conducting investment research, and completing trades and transactions. Frequent communication with financial advisors, bank representatives and others via email and phone.
Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, creating the agenda and summary of meetings, escorting clients to advisor, and providing necessary follow-up.
Prepare and ensure new business paperwork successfully submitted, which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications, and coordinate rollovers.
Prepare for and coordinate marketing events, which includes creating marketing compliance documentation and managing event marketing reimbursement.
Provide general administrative duties, such as answering the advisors phone, processing expense management reports, preparing routine client correspondence, providing support for closes, setting up of client files, and copying new business correspondence and alerts
Required Qualifications:
Bachelors degree or equivalent.
3 - 5 years relevant experience required.
Series 7 or ability to obtain within 150 days.
State securities agent registration (S63 or S66) or ability to obtain within 150 days.
Experience working in a client service environment.
Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
Able to communicate with all levels within the organization. Process oriented and can work with a team.
Strong computer and software skills.
Preferred Qualifications:
State IAR registration (S65 or S66) or ability to obtain within 150 days.
Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
Relevant experience working within a financial institution
About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated hourly rate for this role is $24.71 - $42.64 / hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurancesAmeriprise 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.
Full-Time/Part-Time
Full timeExempt/Non-Exempt
Non-ExemptJob Family Group
Business Support & OperationsLine of Business
AFIG Ameriprise Financial Institutions Group