Ameriprise Financial Paraplanner/Associate Financial Advisor in Edina, Minnesota
Our well-established Private Wealth Advisory team of Ameriprise Financial is looking to hire the right individual to help service and grow our thriving financial advisory practice. The ideal individual has strong ethics, confidence in their abilities, good communication skills, and is willing to learn and grow. The immediate responsibility of this role is to provide key support for the lead financial advisor, while learning how to provide exceptional service and advice to clients. The development opportunity over time for the individual in this role would be to transition to be a financial advisor.
Full-Time / Part-Time:
About Our Company:
With the right company, life can Be Brilliant®. 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 and we can Be Brilliant® together.
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.
Line of Business:
Paraplanner/Associate Financial Advisor
Participate in meetings with clients, taking notes, documenting follow up items, as well as relaying activities and tasks to other staff.
Build relationships with clients to better serve and support them.
Analyze client financial situations and develop financial plans.
Write financial planning summary letters.
Follow-up on client calls and requests.
Support market research and portfolio management.
Key traits and skills:
Team player with hard work ethic, integrity, humility, and ability to work well with others
Positive attitude and sincere desire to learn and grow
Attention to detail
Strong organizational and computer skills
Strong time management and task prioritization skills
Polite and clear phone manner
Willingness to adhere to compliance rules and regulations as stated and required by advisor and FINRA
Education, experience, and other designations preferred:
College degree or higher
2+ years of similar experience preferred but not necessary
Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses
Ideally some financial planning experience and have, or be willing to obtain, the Certified Financial Planning practitioner certificate.
Job Family Group: