Live chat
Ameriprise Financial, Inc.

Financial Planning Assistant

Ameriprise Financial, Inc. - Chicago, IL

\u003Cdiv\u003E\u003Cstrong\u003EJob Description\u003C/strong\u003E\u003C/div\u003E\u003Cdiv\u003EStep into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office located in Oakbrook Terrace, IL. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.\u003Cbr/\u003E\u003Cbr/\u003EThe paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning workflow. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.\u003Cbr/\u003E\u003Cbr/\u003EThis role provides client relationship support through managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks client meeting deliverable and/or manages business-as-usual projects.\u003C/div\u003E\u003Cdiv\u003E\u003Cstrong\u003EResponsibilities\u003C/strong\u003E\u003C/div\u003E\u003Cdiv\u003E\u003Cstrong\u003EResponsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.\u003C/strong\u003E\u003Cbr\u003E\u003Cp dir=\\\ltr\\\\u003EPosition Functions:\u003C/p\u003E\u003Ctable border=\\\1\\\ cellpadding=\\\0\\\ cellspacing=\\\0\\\ dir=\\\ltr\\\\u003E\u003Ctbody\u003E\u003Ctr\u003E\u003Ctd style=\\\width: 26px;\\\\u003E60%\u003C/td\u003E\u003Ctd style=\\\width: 665px;\\\\u003E Financial Planning \u0026 Advice / Product Solutions\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd style=\\\width: 26px;\\\\u003E\u003C/td\u003E\u003Ctd style=\\\width: 665px;\\\\u003E\u003Cul\u003E\u003Cli\u003EPrepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings\u003C/li\u003E\u003Cli\u003EPrepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients\u003C/li\u003E\u003Cli\u003EDevelop portfolio/robust product solution recommendations that will fit the client's risk tolerance and time frame as well as develop appropriate product deliverables\u003C/li\u003E\u003C/ul\u003E\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd style=\\\width: 26px;\\\\u003E40%\u003C/td\u003E\u003Ctd style=\\\width: 665px;\\\\u003E Client Care / Business Management\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd style=\\\width: 26px;\\\\u003E\u003C/td\u003E\u003Ctd style=\\\width: 665px;\\\\u003E\u003Cul\u003E\u003Cli\u003EMaintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts\u003C/li\u003E\u003Cli\u003EReview and update client information as needed for client review meetings. Attend and participate in client meetings if necessary.\u003C/li\u003E\u003Cli\u003EManage and resolve client service problems\u003C/li\u003E\u003Cli\u003EPerform other allowable duties as assigned by the financial advisor(s)\u003C/li\u003E\u003C/ul\u003E\u003C/td\u003E\u003C/tr\u003E\u003C/tbody\u003E\u003C/table\u003E\u003C/div\u003E\u003Cdiv\u003E\u003Cstrong\u003ERequired Qualifications\u003C/strong\u003E\u003C/div\u003E\u003Cdiv\u003EKey Traits of a Successful Paraplanner\u003Cul dir=\\\ltr\\\\u003E\u003Cli\u003EAbility to multi-task\u003C/li\u003E\u003Cli\u003EDirect attention to detail and organization\u003C/li\u003E\u003Cli\u003EEffective communication with clients and other advisors/staff\u003C/li\u003E\u003Cli\u003EEffective and efficient time management\u003C/li\u003E\u003Cli\u003EPolite and clear phone manner\u003C/li\u003E\u003Cli\u003EAbility to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial\u003C/li\u003E\u003Cli\u003EAbility to support and provide guidance for compliance within the advisor's practice\u003C/li\u003E\u003Cli\u003EPositive attitude and sincere willingness to constantly learn and grow\u003C/li\u003E\u003C/ul\u003E Education and Other Designations:\u003Cul dir=\\\ltr\\\\u003E\u003Cli\u003ECollege degree or higher\u003C/li\u003E\u003Cli\u003E2 years of similar experience\u003C/li\u003E\u003Cli\u003EAlready have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses\u003C/li\u003E\u003C/ul\u003E\u003C/div\u003E\u003Cdiv\u003E\u003Cstrong\u003EAbout Our Company\u003C/strong\u003E\u003C/div\u003E\u003Cdiv\u003E\u003Cp\u003EFocused on people, not just our bottom line.\u003C/p\u003E\u003Cp\u003EHere, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll 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 company that cares, put a rewarding career more within reach at Ameriprise Financial. \u003C/p\u003E\u003C/div\u003E\u003Cimg src=\https://bs.serving-sys.com/serving/adServer.bs?cn=display\u0026c=19\u0026mc=imp\u0026pli=23973927\u0026PluID=0\u0026ord=[timestamp]\u0026rtu=-1\\u003E\u003Cdiv\u003EWe are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic. The EEO is the Law poster is available \u003Ca href=\http://www1.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf\ target=\_blank\\u003Ehere\u003C/a\u003E.\u003C/div\u003E\u003Cdiv\u003EVEVRAA Federal Contractor\u003C/div\u003E\u003Cdiv\u003EWe request Priority Protected Veteran \u0026 Disabled Referrals for all of our locations within the state.\u003C/div\u003E,datePosted:2018-05-10,employmentType:FULL_TIME,industry:Sales/Sales Management,hiringOrganization:{@type:Organization,name:Ameriprise Financial},identifier:{@type:PropertyValue,name:Ameriprise Financial,value:11286BR},jobLocation:{@type:Place,address:{@type:PostalAddress,addressCountry:US,streetAddress:,addressLocality:Chicago,addressRegion:IL,postalCode:60601}}}

6 days 10 hours ago

Ameriprise Financial, Inc.

apply

Financial Planning Assistant Ameriprise Financial, Inc. - Chicago, IL, United States

   

Location: Chicago, IL

Company Profile:
Ameriprise Financial is a global financial leader. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never taken a bailout. Never lost our focus on our clients. That's who we are. During trying economic times our strength, integrity, our breadth of services and personal relationships have made us America’s leader in financial planning.