Ameriprise US | Financial Planning Assistant

Responsibilities

• We are seeking a detail-oriented and motivated Financial Planning Assistant to join a fast-paced, collaborative financial advisory practice.
• This position offers an excitant opportunity to contribute directly to the financial planning process white supporting f financial advisors in delivering a thoughtful and personalized client experience.
• The successful candidate with be analytic at, highly organized, comfortable working with financial information, and committed to maintaining high standards of client service, confidentiality, and professional ethics.
• This position is employed by an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.
• This position provides an opportunity to develop practical experience in financial planning while supporting meaningful, long-term client relationships.
• Assist financial advisors with the preparation of preliminary financial plans and planning recommendations.
• Prepare charts, graphs, tables, reports, and other materials for client review and implementation meetings.
• Assist with developing preliminary portfolio and product recommendations aligned with each client’s goals, time horizon, and risk tolerance.
• Update client information and financial planning materials in preparation for periodic review meetings.
• Track outstanding planning items, documents, and follow-up activities.
• Participate in client meetings when appropriate and assist with documenting next steps.
• Provide timely, professional, and courteous support to clients.
• Maintain accurate and current client information within the 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.
• Perform additional allowable responsibilities assigned by the financial advisor based on the evolving needs of the practice.
• Gather, organize, and review client financial information for completeness and accuracy.
• Follow all applicable legal, regulatory, company, and practice requirements.

Qualifications

• 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 while contributing effectively to a collaborative team.
• Ability to maintain confidentiality and follow established compliance procedures.
• 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 the willingness and ability to study applicable licenses and registrations based on the responsibilities of the position.
• Effective prioritization, accountability, and sound judgment.

Ameriprise US

Ameriprise US is an employer hiring in India. In its own words: "Get financial planning advice and retirement investment advice from Ameriprise financial advisors at ameriprise.com."

Its finance, accounts, audit and tax openings in India are mostly in Minneapolis, Allentown, Melville and Scottsdale.