Financial And Investment Planning Manager

Ameriprise Financial Issaquah , WA 98029

Posted 4 weeks ago

Are you an entrepreneurial spirit seeking a position where you can be an integral and contributing

member of a team? Can you visualize yourself commuting to downtown Issaquah, working in a

boutique office of a large Fortune 500 financial services firm, making a difference in the lives of clients?

Responsibilities

In this role you would help conduct the smooth operation of a fast-paced-and friendly-financial

planning office, directly supporting a financial advisor in all aspects of the client relationship. This

would include:

  • Managing investment research, proposals and implementation,
  • Client inquiries & issues,
  • Processing new business,
  • Maintaining client database,
  • Overseeing business compliance processes and technology,
  • Meeting preparation and follow up.

Everyone has a voice within our team, with the overall goal of providing clients with a best in class

experience. Depending on your long-term goals and performance, the position could evolve into direct client responsibility within the business using guiding principles of integrity, teamwork, being game

changers, continuous improvement and work/life balance.

Required Qualifications

You are our ideal applicant if you have:

  • Strong knowledge of the investment markets,

  • Extensive computer experience,

  • 5+ years experience serving individual clients in a financial related industry and

  • Series 7 & 66 licenses or ability to obtain

  • WA Life and Health Insurance licenses preferred (training available).

  • Ability to pass background and fingerprint check also required.

Competitive salary plus bonus and benefits negotiable based on experience and qualifications.

Please forward resume with a cover letter outlining why you would be a good fit, and what sounds most interesting about this opportunity.

About Our Company

With the right company, life can be brilliant. At Ameriprise, 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. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step to create a brilliant career at Ameriprise Financial.


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Financial And Investment Planning Manager

Ameriprise Financial