WHY ALLIED WEALTH ADVISORS
Core Values: Integrity, teamwork, excellence and respect
Career growth opportunities: ongoing CRM and financial planning training Position may be in-office, hybrid or remote
Responsibilities:
Manage, gather, analyze, and enter/refresh data for client meetings
Update financial planning tools and generate meeting presentations
Review client meeting notes for follow up actions
Create deliverables after client meetings Respond to client requests and inquiries
Responsible for coordinating client meeting process Assist colleagues as needed
Preferred Qualification:
Bachelor's degree
2+ years of experience in the financial services industry
Proficient in: Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) CRM/Salesforce
Ability to analyze, prioritize, organize and problem solve Excellent communications skills, written and verbal
Self-motivated, proactive and detail-oriented Ability to work independently
Benefits:
Retirement plan with employer match
Paid time off and holidays
Personal financial planning with an experienced financial advisor
Compensation:
Salary: 65K
Bonus: performance based
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.
This position is with an Ameriprise Financial Franchise owner.
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.
Full-Time/Part-Time
Full time
