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Planning Assistant

Expired Job

Ameriprise Financial Downers Grove , IL 60515

Posted 2 months ago

Step into an instrumental role. Help conduct the smooth operation of a fast-pacedand friendlyfinancial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.

Responsibilities of this position allows the financial 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 role provides client relationship and general practice management support through gathering client data, helping prepare other client deliverables and other client touch points.

Responsibilities and time allocation will change over time to meet the needs of the practice and will include other duties as assigned by the advisor.


  • Prepare information as needed for client meeting. This will include charts, graphs, tables and other visual aides to be used in implementation meetings with clients.

  • Answer questions and provide readily available information to clients as it relates to servicing their accounts

  • Support advisor in managing, gathering and analyzing client data, helping prepare preliminary financial plans (May want to save for interview and job offer)

  • Assist in daily business operations that support the role of financial advisor using Ameriprise Financial technology systems

  • Set up and maintain client management system

  • Provide insight and recommendations to effectively use key Marketing Tools that help lead to results in practice. Coordinate marketing events for the practice

  • Maintain files and records in accordance with records policy

  • Perform other allowable duties as assigned by the financial advisors in the practice

Required Qualifications

  • Direct attention to detail and organization

  • Strong organization and computer skills. Proficient in Microsoft Excel, Word and other Microsoft tools. Quick Books is preferable, but at least having a willingness to learn

  • Effective communication with clients and team

  • Effective and efficient time management

  • Ability to adherer to rules and regulations as stated and required by advisor, Ameriprise Financial

  • Ability to support and provide guidance for compliance within the advisors' practice

  • Positive attitude and sincere willingness to constantly learn and grow education and other designations.

Education and Other Designations

  • College degree

  • 2+ years of similar experience

  • Willingness to become licensed with Series 7, Series 66 and Life, Accident and Health Insurance licenses

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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Planning Assistant

Expired Job

Ameriprise Financial