Ameriprise Financial, Inc

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Para-Planner/Associate Financial Advisor

at Ameriprise Financial, Inc

Posted: 8/31/2019
Job Reference #: 1435849
Keywords: financial

Job Description

Job Description
Are you looking to join a successful team? Step into an instrumental Para-Planner/Associate Financial Advisor role and help conduct the smooth operation of a fast-paced and rapidly growing financial planning practice. At Salient Wealth Planning, we distinguish ourselves by providing comprehensive personal financial planning for all of our clients.

We are seeking a full time Para-Planner/Associate Financial Advisor to add to our team. This team member will be assisting financial advisors in multiple aspects of providing ongoing service to our clients, with an emphasis on delivering a unique client experience that defines and differentiates our practice.

This role provides client relationship support through interacting directly with our financial advisors, acting as a client liaison to help both answer questions as well as resolve issues, and perform other practice management tasks as needed. This position will also assist clients and financial advisors in managing, gathering and analyzing information pertaining to their finances and investments.

Job ID

Full-Time / Part-Time
Full time

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.

Line of Business

Posting Title
Para-Planner/Associate Financial Advisor

Duties and Responsibilities:

*The duties and responsibilities of this position will change over time to meet the needs of the practice.*
  • Provide support in regard to:
  • Client service, care and follow up
  • Prepare & process new business
  • Meeting preparation, data gathering and data entry
  • Prepare client correspondence
  • Follow-up with clients on to-do list items
  • Process client financial transactions
  • Other administrative and operational tasks
  • Work on new marketing and client acquisition strategies
  • Obtain financial licenses such as Series 7 and 66 in the first 6 months, if not already licensed.

San Diego, CA

Required Qualifications
Key Traits of a Successful Para-Planner/Associate Financial Advisor:
  • Financial Licenses such as Series 7, 66, Life & Health or the ability to get licensed quickly.
  • Prior experience in the financial industry preferred.
  • Positive, energetic attitude and sincere willingness to constantly learn and grow.
  • Excellent oral and written communication skills and a thorough knowledge and use of proper grammar, spelling and punctuation.
  • Maintains an exceptional level of attention to detail and quality of work.
  • Demonstrated ability to plan and perform tasks/projects with minimal supervision.
  • Strong organizational skills with the ability to multi-task and prioritize effectively.
  • Self-motivated and takes initiative.
  • Strong interpersonal skills.

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