Financial Planning Assistant

Ameriprise Financial Services, LLC•Hunt Valley, MD

2d•$30,000 - $60,000•Remote

About The Position

Join our team serving others with Golden Rule Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc. with offices in Maryland and Virginia. In this virtual position, you will be responsible for representing the company in a positive, professional manner as you interface daily with clients. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and performing work activities. You will partner with one of the founding Financial Advisors to help service their clients and support wealth management. Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. The ideal candidate will be self-motivated with superb organization, exceptional attention to detail, and high ownership of their responsibilities to help us build and maintain strong client relationships.

Requirements

Self-motivated with superb organization
Exceptional attention to detail
High ownership of responsibilities

Responsibilities

Collect and input clients’ financial situation in financial planning software.
Support wealth management research, trading, performance tracking, etc.
Prepare for client meetings (deliverables, portfolio review, illustrations, and opportunities)
Assist in new business processing and tracking.
Deliver superior client services including initiating and editing client communications, responding to client requests and overall support to advisors and various professionals.
Follow work priorities, ensure deadlines are met and procedures are followed.
Monitor compliance requirements and complete special projects and other duties as assigned.
Complete FINRA license exams – SIE, Series 7, Series 66 and insurance licenses within 90 days of hire.
Complete Accredited Portfolio Management Advisor (APMA) within 60 days of completion of SIE, Series 7, Series 66, and Life and Health.
Concurrently, develop your technical knowledge and communication skills with the mentoring financial advisor through apprenticeship in every part of the client service process.