For the right person, this is the perfect job! Great pay, health insurance, retirement plan and most importantly, the opportunity to work with a really great team of people, serving a select group of clients we all love. Step into an instrumental role supporting lead financial advisors in preparation of client meetings. You will be providing in-depth analyst for clients as you prepare their financial data using innovative planning tools to drive goals-based financial planning solutions. This role leads into a licensed financial advisor and CFP designation if so desired.

This 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 and tracks projects. But most importantly, we are looking for someone with a great attitude who will enjoy coming to work and serving clients as much as we do.

This position will consistently follow high standards of business and professional ethics as well as legal and regulatory requirements, when dealing with others and/or performing work activities.

Base Pay:
$41,000 - $68,000 based on experience

Responsibilities

• Prepare preliminary financial planning recommendations and initial product solutions using financial planning software for advisor review
• Prepare charts, graphs, tables, and other product deliverables to be used in client meetings
• Help align clients' investment portfolio to match their risk tolerance and time frame
• Pre-meeting and post-meeting support to financial advisors
• Communicate with clients on a high level to help assist them with their needs

Required Qualifications

• Bachelor's degree or higher
• 3+ years of financial planning industry experience (desirable but not required)
• CFP designation or recent graduate from a CFP Certified College Program (desirable but not required)
• Licenses required (or will obtain within first 3 month of hire): SIE, Series 7, Series 66 and Illinois State, Life & Health

About Our Company

At Ameriprise Financial, 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 by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

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