This is a full-time, office-based position. Working hours follow our office hours (M-Th 8 AM – 5 PM, Fr 8 AM – 3 PM) except in the event the advisor is meeting with clients after 5 PM. Candidates are not required to have licenses and securities registrations upon joining the team, but may be encouraged to pursue their SIE, Series 7, Series 66, Resident State Life and Health insurance licenses within 6-12 months of joining the practice.
Candidates will undergo fingerprinting and a background check once a job offer has been made. The offer is contingent upon the results of the background check and fingerprinting process.
Salary: starting at $20/hour, depending on experience, qualifications, and/or licenses held
Please attach resume during application process.
Primary Job Responsibilities
Manage work schedule to accommodate advisor’s client meetings scheduled outside of office hours as needed
Manage advisor’s emails and phone messages
Meeting prep for advisor’s client meetings
Sit in on client meetings, take notes, and work with team to ensure timely completion of follow-up tasks
Prepare and deliver meeting summary letters
Manage financial planning relationship for advisor’s clients, including preparation of financial planning recommendations
Insurance quotes and reprojections for advisor’s clients
Assist team with client service: answering phone calls, greeting clients, scheduling appointments
Some travel may be expected
Must-Have Qualifications & Attributes
Customer service mindset – pleasant, helpful, welcoming, empathetic
Positive, cheerful, warm attitude
Willingness to constantly learn and grow
Action-oriented
Efficient and focused, effective time management
Ability to multitask and balance competing priorities
Organized and detail-oriented, thorough
Strong communication skills
Creative, proactive problem solver
Hard working, able to work independently
Ability to follow established processes and systems
Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise Financial
Ability to support and provide guidance for compliance within the practice
Legally authorized to work in the United States
Education
Bachelor’s degree or higher
Licenses (preferred)
SIE, Series 7, Series 66, Resident State Life and Health insurance licenses
Benefits
SIMPLE IRA plan
Paid time and holidays off
Individual and Team Incentives
Access to group health and dental insurance plan
Job Type: Full-time
Pay: From $20.00 per hour
Expected hours: No more than 40 per week
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.
This position is with an Ameriprise Financial Franchise owner.
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.
Full-Time/Part-Time
Full time