Financial Planning Assistant

Ameriprise Financial Services, LLC•Melville, NY

8d•$55,000 - $75,000

About The Position

Ameriprise Financial is seeking a detail-oriented and motivated Financial Planning Assistant for a fast-paced, collaborative financial advisory practice. The role supports financial advisors in the planning process and in delivering a thoughtful, personalized client experience. The assistant gathers and organizes client information, helps prepare preliminary financial plans and recommendations, creates client meeting materials, and supports ongoing planning and practice management activities. The position is employed by an independent Ameriprise Financial franchisee.

Requirements

Bachelor’s degree or equivalent combination of education and relevant experience.
Strong attention to detail and commitment to producing accurate work.
Excellent organizational and time-management skills.
Effective verbal and written communication skills.
Ability to manage multiple priorities in a deadline-driven environment.
Strong analytical and problem-solving capabilities.
Ability to work independently and contribute effectively to a collaborative team.
Professional and courteous communication with clients and colleagues.
Willingness to learn financial planning concepts, systems, products, and industry requirements.
Ability to maintain confidentiality and follow established compliance procedures.

Nice To Haves

Two or more years of experience in financial services, financial planning, wealth management, banking, insurance, or a related client-service environment.
Experience supporting financial advisors or working within a financial advisory practice.
Familiarity with financial planning software, customer relationship management systems, and Microsoft Office applications.
Knowledge of investment, retirement, insurance, tax, or estate planning concepts.
Existing securities or insurance licenses, or willingness and ability to study applicable licenses and registrations based on the position’s responsibilities.

Responsibilities

Gather, organize, and review client financial information for completeness and accuracy.
Assist financial advisors with preparing preliminary financial plans and planning recommendations.
Prepare charts, graphs, tables, reports, and other materials for client review and implementation meetings.
Assist in developing preliminary portfolio and product recommendations aligned with clients’ goals, time horizons, and risk tolerances.
Update client information and financial planning materials before periodic review meetings.
Track outstanding planning items, documents, and follow-up activities.
Participate in client meetings when appropriate and help document next steps.
Complete financial planning projects and research assignments at the financial advisor’s direction.
Provide timely, professional, and courteous support to clients.
Maintain accurate and current client information within practice systems.
Support the preparation and delivery of client goals.
Coordinate and track ongoing projects, deadlines, and advisor requests.
Handle confidential client and business information with discretion.
Follow applicable legal, regulatory, company, and practice requirements.
Perform additional allowable responsibilities assigned by the financial advisor as practice needs evolve.