Wealth Management Associate

Ameriprise Financial Services, LLC•Allentown, PA

2d•$55,000 - $65,000•Onsite

About The Position

Join a growing, client-focused financial planning practice where you will play a key role in delivering a high-quality client experience and supporting investment and planning activities. This role offers broad exposure to financial planning, portfolio management, and client relationship management. You will partner closely with advisors to support day-to-day operations, prepare client deliverables, and help drive a smooth and professional client experience.

Requirements

College degree preferred
2-5+ years of similar experience
Experience with Salesforce CRM
Experience with Envestnet and Thompson ONE
Currently holds or is willing to obtain within 6 months of hire: Series 7, Series 66, and applicable state life, accident, and health insurance licenses

Nice To Haves

Strong attention to detail and follow-through
Clear and professional communication with clients and team members
Ability to manage multiple priorities in a fast-paced environment

Responsibilities

Serve as a primary point of contact for routine client inquiries
Support preparation for client meetings, including gathering and updating financial data
Attend client meetings as needed and assist with follow-up actions
Resolve client service requests in a timely and professional manner
Prepare financial planning deliverables (charts, reports, and presentations)
Assist in developing portfolio recommendations aligned with client goals and risk tolerance
Support portfolio reviews, reporting, and rebalancing activities
Monitor account activity and assist with trade coordination
Process new accounts, transfers, and account updates
Coordinate with custodians and internal partners to complete account activity
Maintain accurate client records and ensure compliance with regulatory requirements
Support ongoing data management and reporting needs